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STA STR SP S&P NOR AN Res-Ui (NANR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Wealth Management, LLC
INCREASED
Shares367,207 from 357,181
Change+10,026 (+3%)
Value$30.8M (+$3.8M)
Filed 2026-10-27
Cornerstone Planning Group LLC
DECREASED
Shares200,269 from 206,378
Change-6,109 (-3%)
Value$17.4M (+$738.3K)
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares135,082 from 142,187
Change-7,105 (-5%)
Value$11.3M (+$580.7K)
Filed 2026-10-29
Schmidt P J Investment Management Inc
DECREASED
Shares98,216 from 100,006
Change-1,790 (-2%)
Value$8.2M (+$677.1K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
UNCHANGED
Shares94,701 from 94,701
Change0 (0%)
Value$8.1M (+$945.1K)
Filed 2026-10-19
Fiduciary Alliance LLC
INCREASED
Shares74,002 from 72,606
Change+1,396 (+2%)
Value$6.2M (+$717.3K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
UNCHANGED
Shares53,642 from 53,642
Change0 (0%)
Value$4.5M (+$443.6K)
Filed 2026-10-29
Certified Advisory Corp
INCREASED
Shares39,440 from 32,348
Change+7,092 (+22%)
Value$3.3M (+$861.6K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares27,612 from 28,782
Change-1,170 (-4%)
Value$2.3M (+$170.7K)
Filed 2026-11-02
Westwind Capital
NEW
Shares27,143
Change+27,143
Value$2.3K
Filed 2026-10-08
D.A. Davidson & Co.
DECREASED
Shares24,592 from 24,676
Change-84 (0%)
Value$2.1M (+$197.0K)
Filed 2026-10-28
Plan Group Financial, LLC
NEW
Shares22,353
Change+22,353
Value$2.0M
Filed 2026-10-22
Armstrong Advisory Group, Inc
INCREASED
Shares15,995 from 15,671
Change+324 (+2%)
Value$1.3M (+$156.7K)
Filed 2026-10-09
Aaron Wealth Advisors LLC
DECREASED
Shares15,484 from 16,142
Change-658 (-4%)
Value$1.3M (+$78.4K)
Filed 2026-10-13
Virtue Capital Management, LLC
INCREASED
Shares14,176 from 11,605
Change+2,571 (+22%)
Value$1.2M (+$311.3K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares13,870 from 12,621
Change+1,249 (+10%)
Value$1.2M (+$209.0K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,415 from 10,009
Change+406 (+4%)
Value$872 (-$755.1K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares9,810 from 10,855
Change-1,045 (-10%)
Value$821.8K (+$2.2K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares8,170 from 8,859
Change-689 (-8%)
Value$684.4K (+$15.5K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares5,103 from 3,644
Change+1,459 (+40%)
Value$427.5K (+$152.4K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares4,619 from 6,362
Change-1,743 (-27%)
Value$386.9K (-$93.4K)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares4,394 from 4,394
Change0 (0%)
Value$368.1K (+$36.3K)
Filed 2026-10-02
First Heartland Consultants, Inc.
INCREASED
Shares4,287 from 3,965
Change+322 (+8%)
Value$359.1K (+$59.8K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares4,230 from 3,908
Change+322 (+8%)
Value$354.3K (+$59.3K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares4,041 from 6,695
Change-2,654 (-40%)
Value$338.5K (-$166.9K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares3,943 from 4,640
Change-697 (-15%)
Value$330.3K (-$20.0K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares3,494 from 3,451
Change+43 (+1%)
Value$292.7K (+$32.2K)
Filed 2026-10-07
Landmark Wealth Management, LLC
DECREASED
Shares3,352 from 3,384
Change-32 (-1%)
Value$280.8K (+$25.3K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares3,177 from 3,527
Change-350 (-10%)
Value$266.1K (-$152)
Filed 2026-10-14
Mezzasalma Advisors, LLC
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$266.1K (+$26.3K)
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares3,109 from 3,147
Change-38 (-1%)
Value$260.4K (+$22.8K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares3,072 from 2,961
Change+111 (+4%)
Value$257.3K (+$33.8K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$241.3K (+$23.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,823 from 3,000
Change-177 (-6%)
Value$243.6K (+$13.6K)
Filed 2026-10-13
XY Planning Network, Inc.
DECREASED
Shares2,560 from 3,331
Change-771 (-23%)
Value$214.5K (-$37.0K)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$138.6K (+$13.7K)
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$101.1K (+$10.0K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares965 from 191
Change+774 (+405%)
Value$80.8K (+$66.4K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares833
Change+833
Value$69.8K
Filed 2026-10-21
Triumph Capital Management
DECREASED
Shares755 from 2,048
Change-1,293 (-63%)
Value$63.2K (-$91.4K)
Filed 2026-10-14
Jnba Financial Advisors
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$60.6K (+$6.0K)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$50.9K (+$5.0K)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$47.4K (+$4.7K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares480 from 554
Change-74 (-13%)
Value$40.2K (-$1.6K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares466 from 1,955
Change-1,489 (-76%)
Value$39.0K (-$108.6K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$38.2K (+$3.8K)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$37.8K (+$3.7K)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$25.9K (+$2.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares252 from 328
Change-76 (-23%)
Value$21.1K (-$3.7K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$18.7K (+$1.8K)
Filed 2026-10-20
Signature Equity Partners, LLC
NEW
Shares200
Change+200
Value$16.8K
Filed 2026-10-29
Blue Trust, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.8K (+$1.7K)
Filed 2026-10-15
Evermay Wealth Management LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$16.1K (+$1.6K)
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.5K (+$1.0K)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares116 from 157
Change-41 (-26%)
Value$9.7K (-$2.1K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
NEW
Shares100
Change+100
Value$8.4K
Filed 2026-11-05
AlphaCore Capital LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.7K (+$761)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$7.5K (+$736)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares55 from 93
Change-38 (-41%)
Value$4.6K (-$2.4K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.2K (+$414)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares36
Change+36
Value$3.0K
Filed 2026-10-27
Balentine LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.4K (+$239)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED
Shares28 from 70
Change-42 (-60%)
Value$2.3K (-$2.9K)
Filed 2026-10-27
CX Institutional
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
MTM Investment Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$107)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-03
Realta Investment Advisors
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-14
Markowski Investments
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-30
US Bancorp \de\
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,222,651
Change-4,222,651 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 319,736
Change-319,736 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 217,495
Change-217,495 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 206,778
Change-206,778 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 173,125
Change-173,125 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 125,831
Change-125,831 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,075
Change-75,075 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 74,553
Change-74,553 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 66,819
Change-66,819 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 66,725
Change-66,725 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,919
Change-63,919 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 57,720
Change-57,720 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 50,415
Change-50,415 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 40,406
Change-40,406 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,740
Change-38,740 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,773
Change-37,773 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,809
Change-26,809 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,607
Change-26,607 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,426
Change-26,426 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,717
Change-20,717 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 20,479
Change-20,479 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 16,298
Change-16,298 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 13,634
Change-13,634 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,195
Change-13,195 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,704
Change-12,704 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 12,413
Change-12,413 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 870
Change-870 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 277
Change-277 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 270
Change-270 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 240
Change-240 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 163
Change-163 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 156
Change-156 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Blair William & Co
N/A
Shares— from 94
Change-94 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 83
Change-83 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Capital Wealth Management, LLC
INCREASED367,207357,181+10,026+3%$27.0M$30.8M+$3.8M2026-10-27
Cornerstone Planning Group LLC
DECREASED200,269206,378-6,109-3%$16.7M$17.4M+$738.3K2026-10-16
XML Financial, LLC
DECREASED135,082142,187-7,105-5%$10.7M$11.3M+$580.7K2026-10-29
Schmidt P J Investment Management Inc
DECREASED98,216100,006-1,790-2%$7.6M$8.2M+$677.1K2026-11-02
CFS Investment Advisory Services, LLC
UNCHANGED94,70194,70100%$7.2M$8.1M+$945.1K2026-10-19
Fiduciary Alliance LLC
INCREASED74,00272,606+1,396+2%$5.5M$6.2M+$717.3K2026-10-13
Hollow Brook Wealth Management LLC
UNCHANGED53,64253,64200%$4.0M$4.5M+$443.6K2026-10-29
Certified Advisory Corp
INCREASED39,44032,348+7,092+22%$2.4M$3.3M+$861.6K2026-10-29
International Assets Investment Management, LLC
DECREASED27,61228,782-1,170-4%$2.2M$2.3M+$170.7K2026-11-02
Westwind Capital
NEW27,143—+27,143——$2.3K—2026-10-08
D.A. Davidson & Co.
DECREASED24,59224,676-840%$1.9M$2.1M+$197.0K2026-10-28
Plan Group Financial, LLC
NEW22,353—+22,353——$2.0M—2026-10-22
Armstrong Advisory Group, Inc
INCREASED15,99515,671+324+2%$1.2M$1.3M+$156.7K2026-10-09
Aaron Wealth Advisors LLC
DECREASED15,48416,142-658-4%$1.2M$1.3M+$78.4K2026-10-13
Virtue Capital Management, LLC
INCREASED14,17611,605+2,571+22%$876.2K$1.2M+$311.3K2026-10-29
Focus Financial Network, Inc.
INCREASED13,87012,621+1,249+10%$952.9K$1.2M+$209.0K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED10,41510,009+406+4%$756.0K$872-$755.1K2026-11-02
Independent Financial Group, LLC
DECREASED9,81010,855-1,045-10%$819.6K$821.8K+$2.2K2026-10-13
Founders Financial Securities LLC
DECREASED8,1708,859-689-8%$668.9K$684.4K+$15.5K2026-10-28
MGO One Seven LLC
INCREASED5,1033,644+1,459+40%$275.1K$427.5K+$152.4K2026-10-28
RFG Advisory, LLC
DECREASED4,6196,362-1,743-27%$480.3K$386.9K-$93.4K2026-11-03
Planning Strategies Inc.
UNCHANGED4,3944,39400%$331.7K$368.1K+$36.3K2026-10-02
First Heartland Consultants, Inc.
INCREASED4,2873,965+322+8%$299.4K$359.1K+$59.8K2026-10-08
Atria Investments, Inc
INCREASED4,2303,908+322+8%$295.1K$354.3K+$59.3K2026-10-15
Commonwealth Equity Services, LLC
DECREASED4,0416,695-2,654-40%$505.5K$338.5K-$166.9K2026-11-02
Assetmark, Inc
DECREASED3,9434,640-697-15%$350.3K$330.3K-$20.0K2026-10-21
Cooper Financial Group
INCREASED3,4943,451+43+1%$260.5K$292.7K+$32.2K2026-10-07
Landmark Wealth Management, LLC
DECREASED3,3523,384-32-1%$255.5K$280.8K+$25.3K2026-11-03
Tempus Wealth Planning, LLC
DECREASED3,1773,527-350-10%$266.3K$266.1K-$1522026-10-14
Mezzasalma Advisors, LLC
UNCHANGED3,1773,17700%$239.9K$266.1K+$26.3K2026-10-14
Ritholtz Wealth Management
DECREASED3,1093,147-38-1%$237.6K$260.4K+$22.8K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED3,0722,961+111+4%$223.6K$257.3K+$33.8K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED2,8802,88000%$217.4K$241.3K+$23.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED2,8233,000-177-6%$230.0K$243.6K+$13.6K2026-10-13
XY Planning Network, Inc.
DECREASED2,5603,331-771-23%$251.5K$214.5K-$37.0K2026-10-14
Mather Group, Llc.
UNCHANGED1,6541,65400%$124.9K$138.6K+$13.7K2026-10-14
Lanark Financial, Inc.
UNCHANGED1,2071,20700%$91.2K$101.1K+$10.0K2026-10-26
Cape Investment Advisory, Inc.
INCREASED965191+774+405%$14.4K$80.8K+$66.4K2026-10-13
Root Financial Partners, LLC
NEW833—+833——$69.8K—2026-10-21
Triumph Capital Management
DECREASED7552,048-1,293-63%$154.6K$63.2K-$91.4K2026-10-14
Jnba Financial Advisors
UNCHANGED72372300%$54.6K$60.6K+$6.0K2026-11-03
Wolff Wiese Magana LLC
UNCHANGED60860800%$45.9K$50.9K+$5.0K2026-10-15
Parallel Advisors, LLC
UNCHANGED56656600%$42.7K$47.4K+$4.7K2026-11-03
IFP Advisors, Inc
DECREASED480554-74-13%$41.8K$40.2K-$1.6K2026-10-16
Fifth Third Bancorp
DECREASED4661,955-1,489-76%$147.6K$39.0K-$108.6K2026-11-05
Creative Financial Designs Inc
UNCHANGED45645600%$34.4K$38.2K+$3.8K2026-11-04
CoreCap Advisors, LLC
UNCHANGED45145100%$34.1K$37.8K+$3.7K2026-10-08
Compass Financial Management LLC
UNCHANGED30930900%$23.3K$25.9K+$2.6K2026-10-30
Farther Finance Advisors, LLC
DECREASED252328-76-23%$24.8K$21.1K-$3.7K2026-10-08
Private Trust Co NA
UNCHANGED22322300%$16.8K$18.7K+$1.8K2026-10-20
Signature Equity Partners, LLC
NEW200—+200——$16.8K—2026-10-29
Blue Trust, Inc.
UNCHANGED20020000%$15.1K$16.8K+$1.7K2026-10-15
Evermay Wealth Management LLC
UNCHANGED19219200%$14.5K$16.1K+$1.6K2026-11-05
United Financial Planning Group LLC
UNCHANGED12512500%$9.4K$10.5K+$1.0K2026-11-04
Key FInancial Inc
DECREASED116157-41-26%$11.9K$9.7K-$2.1K2026-11-02
Silver Grove Financial Group, Inc.
NEW100—+100——$8.4K—2026-11-05
AlphaCore Capital LLC
UNCHANGED929200%$6.9K$7.7K+$7612026-11-04
Concord Wealth Partners
UNCHANGED898900%$6.7K$7.5K+$7362026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED5593-38-41%$7.0K$4.6K-$2.4K2026-11-03
Valley National Advisers Inc
UNCHANGED505000%$3.8K$4.2K+$4142026-10-23
Foresight Capital Management Advisors, Inc.
NEW36—+36——$3.0K—2026-10-27
Balentine LLC
UNCHANGED292900%$2.2K$2.4K+$2392026-11-03
Cassaday & Co Wealth Management LLC
DECREASED2870-42-60%$5.3K$2.3K-$2.9K2026-10-27
CX Institutional
UNCHANGED212100%$2$2$02026-10-02
MTM Investment Management, LLC
UNCHANGED131300%$982$1.1K+$1072026-10-30
Capital Investment Advisory Services, LLC
CLOSED0290-290-100%$21.9K$0-$21.9K2026-10-30
AdvisorNet Financial, Inc
CLOSED0224-224-100%$16.9K$0-$16.9K2026-10-15
Flagship Wealth Advisors, LLC
CLOSED093-93-100%$7.0K$0-$7.0K2026-11-03
Realta Investment Advisors
CLOSED085-85-100%$6.4K$0-$6.4K2026-10-14
Markowski Investments
CLOSED084-84-100%$6.3K$0-$6.3K2026-10-30
US Bancorp \de\
CLOSED032-32-100%$2.4K$0-$2.4K2026-11-05
Financial Engines Advisors L.L.C.
N/A—4,222,651-4,222,651-100%$318.8M———
LPL Financial LLC
N/A—319,736-319,736-100%$24.1M———
Morgan Stanley
N/A—217,495-217,495-100%$16.4M———
Baird Financial Group, Inc.
N/A—206,778-206,778-100%$15.6M———
Franklin Resources Inc
N/A—173,125-173,125-100%$13.1M———
Bank of America Corp
N/A—125,831-125,831-100%$9.5M———
Goldman Sachs Group Inc
N/A—75,075-75,075-100%$5.7M———
Mariner, LLC
N/A—74,553-74,553-100%$5.6M———
Steward Partners Investment Advisory, LLC
N/A—66,819-66,819-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—66,725-66,725-100%$5.0M———
HighTower Advisors, LLC
N/A—63,919-63,919-100%$4.8M———
Rothschild Wealth LLC
N/A—57,720-57,720-100%$4.4M———
Private Advisory Group LLC
N/A—50,415-50,415-100%$3.8M———
Brio Consultants, LLC
N/A—40,406-40,406-100%$3.1M———
Stifel Financial Corp
N/A—38,740-38,740-100%$2.9M———
Cetera Investment Advisers
N/A—37,773-37,773-100%$2.9M———
Savvy Advisors, Inc.
N/A—26,809-26,809-100%$2.0M———
Two Sigma Investments, LP
N/A—26,800-26,800-100%$2.0M———
Raymond James Financial Inc
N/A—26,607-26,607-100%$2.0M———
MML Investors Services, LLC
N/A—26,426-26,426-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—20,717-20,717-100%$1.6M———
Financial Freedom, LLC
N/A—20,479-20,479-100%$1.5M———
Norris Financial Group, LLC
N/A—19,032-19,032-100%$1.4M———
Deutsche Bank Ag\
N/A—16,298-16,298-100%$1.2M———
Klcm Advisors, Inc.
N/A—13,634-13,634-100%$1.0M———
Stratos Investment Management, LLC
N/A—13,195-13,195-100%$996.3K———
Osaic Holdings, Inc.
N/A—12,704-12,704-100%$959.3K———
Per Stirling Capital Management, Llc.
N/A—12,413-12,413-100%$937.1K———
Jones Financial Companies Lllp
N/A—12,193-12,193-100%$928.0K———
Horizon Investments, LLC
N/A—8,859-8,859-100%$668.9K———
UBS Group AG
N/A—7,939-7,939-100%$599.4K———
Royal Bank of Canada
N/A—7,047-7,047-100%$532.0K———
Captrust Financial Advisors
N/A—6,044-6,044-100%$456.3K———
FMR LLC
N/A—5,769-5,769-100%$435.5K———
Envestnet Asset Management Inc
N/A—4,759-4,759-100%$359.3K———
Ausdal Financial Partners, Inc.
N/A—4,233-4,233-100%$319.6K———
Focus Partners Wealth
N/A—4,202-4,202-100%$317.3K———
O'shaughnessy Asset Management, LLC
N/A—3,945-3,945-100%$297.8K———
Ameritas Investment Partners, Inc.
N/A—3,810-3,810-100%$287.7K———
Private Advisor Group, LLC
N/A—3,754-3,754-100%$283.4K———
Arax Advisory Partners
N/A—3,738-3,738-100%$282.2K———
Atlantic Union Bankshares Corp
N/A—3,023-3,023-100%$228.2K———
Snowden Capital Advisors LLC
N/A—2,697-2,697-100%$203.6K———
JPMorgan Chase & Co
N/A—2,454-2,454-100%$185.2K———
PNC Financial Services Group, Inc.
N/A—2,365-2,365-100%$178.6K———
BlackRock, Inc.
N/A—2,186-2,186-100%$165.0K———
Copia Wealth Management
N/A—1,550-1,550-100%$117.0K———
Financial Life Planners
N/A—870-870-100%$65.7K———
AE Wealth Management LLC
N/A—767-767-100%$57.9K———
Coppell Advisory Solutions LLC
N/A—658-658-100%$2.6M———
Capital Analysts, LLC
N/A—466-466-100%$35.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—406-406-100%$30.6K———
Rockefeller Capital Management L.P.
N/A—310-310-100%$23.4K———
Ameritas Advisory Services, LLC
N/A—296-296-100%$22.3K———
Allworth Financial LP
N/A—277-277-100%$20.9K———
Bank of Montreal
N/A—270-270-100%$20.4K———
Geneos Wealth Management Inc.
N/A—250-250-100%$18.9K———
ST Germain D J Co Inc
N/A—240-240-100%$18.1K———
BFC Planning, Inc.
N/A—194-194-100%$14.6K———
NewEdge Advisors, LLC
N/A—185-185-100%$14.0K———
Wells Fargo & Company
N/A—163-163-100%$12.3K———
Qube Research & Technologies Ltd
N/A—156-156-100%$11.8K———
UBS Asset Management Americas LLC
N/A—138-138-100%$10.4K———
Crewe Advisors LLC
N/A—134-134-100%$10.1K———
Sachetta, LLC
N/A—132-132-100%$9.9K———
Blair William & Co
N/A—94-94-100%$7.1K———
Atomic Invest LLC
N/A—87-87-100%$6.6K———
Crews Bank & Trust
N/A—83-83-100%$6.3K———
IFG Advisory, LLC
N/A—60-60-100%$4.5K———
Rialto Wealth Management, LLC
N/A—7-7-100%$529———
Showing 141 of 141 institutions