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State Street Spdr S&P Emergi (EDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Trust Co
INCREASED
Shares1,453,169 from 1,400,471
Change+52,698 (+4%)
Value$58.4M (+$999.5K)
Filed 2026-10-09
Comprehensive Wealth Management, LLC
INCREASED
Shares710,616 from 690,557
Change+20,059 (+3%)
Value$28.5M (+$254.8K)
Filed 2026-11-02
Keudell ison Wealth Management
INCREASED
Shares326,806 from 303,249
Change+23,557 (+8%)
Value$13.1M (+$704.2K)
Filed 2026-10-16
swisspartners Advisors Ltd
INCREASED
Shares285,690 from 283,700
Change+1,990 (+1%)
Value$11.5M (-$142.9K)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares284,602 from 260,012
Change+24,590 (+9%)
Value$11.5M (+$899.7K)
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED
Shares275,031 from 265,297
Change+9,734 (+4%)
Value$11.0M (+$179.3K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares245,588 from 354,516
Change-108,928 (-31%)
Value$9.9M (-$4.7M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares228,220 from 214,873
Change+13,347 (+6%)
Value$9.2M (+$364.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares199,492 from 197,794
Change+1,698 (+1%)
Value$8.0M (-$89.6K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares179,312 from 178,952
Change+360 (+0%)
Value$7.2K (-$7.3M)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares136,849 from 133,735
Change+3,114 (+2%)
Value$5.5M (+$18.4K)
Filed 2026-10-21
Cyr Financial Inc.
INCREASED
Shares136,569 from 123,882
Change+12,687 (+10%)
Value$5.5M (+$410.7K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
INCREASED
Shares123,018 from 88,432
Change+34,586 (+39%)
Value$4.9M (+$1.3M)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
DECREASED
Shares116,314 from 122,331
Change-6,017 (-5%)
Value$4.7M (-$339.2K)
Filed 2026-10-14
Cassia Capital Partners, LLC
INCREASED
Shares116,304 from 103,332
Change+12,972 (+13%)
Value$4.7M (+$442.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares92,007 from 91,936
Change+71 (+0%)
Value$3.7M (-$195.8K)
Filed 2026-10-13
Cornerstone National Bank & Trust Co
INCREASED
Shares91,991 from 82,708
Change+9,283 (+11%)
Value$3.7M (+$291.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares89,337 from 53,139
Change+36,198 (+68%)
Value$3.6M (+$1.4M)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares86,724 from 78,382
Change+8,342 (+11%)
Value$3.5M (+$272.5K)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares63,487 from 64,544
Change-1,057 (-2%)
Value$2.5M (-$93.9K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares60,389 from 57,615
Change+2,774 (+5%)
Value$2.4M (+$65.4K)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares57,642 from 179,521
Change-121,879 (-68%)
Value$2.3M (-$5.0M)
Filed 2026-10-08
Old Port Advisors
DECREASED
Shares53,359 from 53,664
Change-305 (-1%)
Value$2.1M (-$55.1K)
Filed 2026-10-23
Manchester Financial Inc
INCREASED
Shares50,561 from 48,673
Change+1,888 (+4%)
Value$2.0M (+$37.0K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares42,644 from 42,567
Change+77 (+0%)
Value$1.7M (-$30.8K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares42,504 from 43,710
Change-1,206 (-3%)
Value$1.7K (-$1.8M)
Filed 2026-10-21
Able Wealth Management LLC
DECREASED
Shares40,008 from 40,636
Change-628 (-2%)
Value$1.6M (-$60.9K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares38,522 from 90,190
Change-51,668 (-57%)
Value$1.5M (-$2.1M)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares38,345 from 11,933
Change+26,412 (+221%)
Value$1.5M (+$1.1M)
Filed 2026-10-23
Cordoba Advisory Partners LLC
INCREASED
Shares38,062 from 35,431
Change+2,631 (+7%)
Value$1.5M (+$77.4K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares37,909 from 37,126
Change+783 (+2%)
Value$1.5M (+$1.8K)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares35,332 from 34,798
Change+534 (+2%)
Value$1.4M (-$6.3K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares30,648 from 22,715
Change+7,933 (+35%)
Value$1.2M (+$300.5K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares29,591 from 27,168
Change+2,423 (+9%)
Value$1.2M (+$75.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares29,280 from 22,228
Change+7,052 (+32%)
Value$1.2M (+$265.5K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares27,489 from 70,368
Change-42,879 (-61%)
Value$1.1M (-$1.8M)
Filed 2026-10-29
Powerhouse Assets LLC
INCREASED
Shares27,017 from 25,205
Change+1,812 (+7%)
Value$1.1M (+$52.7K)
Filed 2026-10-19
MMA Asset Management LLC
INCREASED
Shares23,111 from 16,299
Change+6,812 (+42%)
Value$928.1K (+$260.6K)
Filed 2026-11-02
Iron Financial LLC
INCREASED
Shares21,225 from 20,670
Change+555 (+3%)
Value$852.4K (+$5.8K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares18,012 from 18,771
Change-759 (-4%)
Value$723.4K (-$45.4K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares17,571 from 20,936
Change-3,365 (-16%)
Value$706 (-$856.3K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares17,159 from 8,552
Change+8,607 (+101%)
Value$689 (-$349.3K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares17,061 from 16,816
Change+245 (+1%)
Value$685.2K (-$3.6K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares16,963 from 16,712
Change+251 (+2%)
Value$686.2K (+$1.7K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares13,849 from 14,046
Change-197 (-1%)
Value$556.2K (-$19.1K)
Filed 2026-10-22
Avior Wealth Management, LLC
UNCHANGED
Shares13,732 from 13,732
Change0 (0%)
Value$551.5K (-$11.0K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED
Shares13,619 from 10,736
Change+2,883 (+27%)
Value$546.9K (+$107.2K)
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares12,595 from 12,007
Change+588 (+5%)
Value$505.8K (+$14.1K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares12,546 from 12,546
Change0 (0%)
Value$513.9K ($0)
Filed 2026-10-06
Maryland Capital Advisors Inc.
UNCHANGED
Shares12,231 from 12,231
Change0 (0%)
Value$491.2K (-$9.8K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares12,019 from 11,328
Change+691 (+6%)
Value$482.7K (+$18.7K)
Filed 2026-10-13
Opus Financial Solutions LLC
INCREASED
Shares12,015 from 11,105
Change+910 (+8%)
Value$482.5K (+$27.7K)
Filed 2026-11-06
Financial Advisory Partners, LLC
INCREASED
Shares11,383 from 11,256
Change+127 (+1%)
Value$457.1K (-$3.9K)
Filed 2026-10-23
RiverTree Advisors, LLC
INCREASED
Shares10,847 from 10,395
Change+452 (+4%)
Value$435.6K (+$9.9K)
Filed 2026-10-13
Harmony Asset Management LLC
INCREASED
Shares10,749 from 10,023
Change+726 (+7%)
Value$431.7K (+$21.2K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares10,631 from 12,309
Change-1,678 (-14%)
Value$426.9K (-$77.2K)
Filed 2026-11-02
Trademark Financial Management, LLC
DECREASED
Shares10,567 from 11,463
Change-896 (-8%)
Value$424.4K (-$45.1K)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares10,108 from 10,092
Change+16 (+0%)
Value$405.9K (-$7.4K)
Filed 2026-11-03
Rodgers & Associates, LTD
DECREASED
Shares9,291 from 14,301
Change-5,010 (-35%)
Value$373.1K (-$212.6K)
Filed 2026-10-20
XY Planning Network, Inc.
NEW
Shares8,907
Change+8,907
Value$357.7K
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares8,225 from 8,225
Change0 (0%)
Value$330.3K (-$6.6K)
Filed 2026-10-05
Crescent Grove Advisors, LLC
UNCHANGED
Shares8,155 from 8,155
Change0 (0%)
Value$327.5K (-$6.5K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares7,382 from 7,382
Change0 (0%)
Value$296.5K (-$5.9K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7,305 from 7,305
Change0 (0%)
Value$293.4K (-$5.8K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares7,300 from 6,900
Change+400 (+6%)
Value$293.2K (+$10.6K)
Filed 2026-10-13
Principal Financial Group Inc
NEW
Shares7,135
Change+7,135
Value$286.6K
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,754 from 6,730
Change+24 (+0%)
Value$271.2K (-$4.4K)
Filed 2026-10-26
Roman Butler Fullerton & Co
INCREASED
Shares6,592 from 5,749
Change+843 (+15%)
Value$266.1K (+$26.3K)
Filed 2026-10-27
LifeWealth Investments, LLC
INCREASED
Shares6,466 from 5,526
Change+940 (+17%)
Value$259.7K (+$33.4K)
Filed 2026-10-21
Cowa, LLC
INCREASED
Shares6,432 from 6,423
Change+9 (+0%)
Value$258.3K (-$4.7K)
Filed 2026-10-30
Bellecapital International Ltd.
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$249.0K (-$4.9K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares5,676 from 5,621
Change+55 (+1%)
Value$227.9K (-$2.3K)
Filed 2026-10-23
Cpwa, LLC
NEW
Shares5,075
Change+5,075
Value$203.0K
Filed 2026-11-04
City State Bank
INCREASED
Shares4,963 from 4,143
Change+820 (+20%)
Value$199.3K (+$29.6K)
Filed 2026-10-20
Accordant Advisory Group Inc
DECREASED
Shares4,892 from 5,010
Change-118 (-2%)
Value$196.5K (-$8.7K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,036 from 4,060
Change-24 (-1%)
Value$162.1K (-$4.2K)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$108.4K (-$2.2K)
Filed 2026-10-01
Private Trust Co NA
DECREASED
Shares2,492 from 2,742
Change-250 (-9%)
Value$100.1K (-$12.2K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares2,074 from 2,110
Change-36 (-2%)
Value$83.3K (-$3.1K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares1,910 from 2,590
Change-680 (-26%)
Value$76.7K (-$31.3K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares1,650 from 1,493
Change+157 (+11%)
Value$66.3K (+$5.1K)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$65.1K (-$1.3K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
NEW
Shares1,522
Change+1,522
Value$61.1K
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares1,497 from 1,714
Change-217 (-13%)
Value$60.1K (-$10.1K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$53.0K (-$1.1K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares1,274 from 1,241
Change+33 (+3%)
Value$51.2K (+$327)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$51.0K (-$1.0K)
Filed 2026-10-05
Horrell Capital Management, Inc.
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$49.1K (-$974)
Filed 2026-10-08
Morling Financial Advisors, LLC
NEW
Shares1,137
Change+1,137
Value$45.7K
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$41.8K (-$830)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares872 from 898
Change-26 (-3%)
Value$35.0K (-$1.8K)
Filed 2026-10-13
Holos Integrated Wealth LLC
INCREASED
Shares748 from 736
Change+12 (+2%)
Value$30.2K (-$298)
Filed 2026-10-23
Nfsg Corp
NEW
Shares698
Change+698
Value$28.0K
Filed 2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$26.0K (-$516)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares613 from 632
Change-19 (-3%)
Value$25 (-$26.0K)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares585 from 605
Change-20 (-3%)
Value$23.5K (-$1.3K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares529 from 471
Change+58 (+12%)
Value$21.2K (+$1.9K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares509
Change+509
Value$20.4K
Filed 2026-10-28
Farmers & Merchants Investments Inc
DECREASED
Shares503 from 534
Change-31 (-6%)
Value$20.2K (-$1.7K)
Filed 2026-10-22
Clark Wealth Partners
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$20.0K (-$396)
Filed 2026-10-19
Montgomery Financial Services LLC
INCREASED
Shares355 from 186
Change+169 (+91%)
Value$14.3K (+$6.6K)
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$12.1K (-$241)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$9.2K (-$182)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares190 from 187
Change+3 (+2%)
Value$7.6K (-$40)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$5.8K (-$115)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
NEW
Shares143
Change+143
Value$5.7K
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares123 from 121
Change+2 (+2%)
Value$4.9K (-$18)
Filed 2026-11-04
Fortis Group Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.9K (-$78)
Filed 2026-11-06
Center for Financial Planning, Inc.
NEW
Shares60
Change+60
Value$2.4K
Filed 2026-10-26
Evolution Wealth Management Inc.
NEW
Shares57
Change+57
Value$2.3K
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.2K (-$44)
Filed 2026-10-23
Elevated Capital Advisors, LLC
NEW
Shares41
Change+41
Value$1.6K
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares22 from 11
Change+11 (+100%)
Value$884 (+$433)
Filed 2026-10-22
Assetmark, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$723 (-$14)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 10,102
Change-10,102 (-100%)
Value$0 (-$422.8K)
Filed 2026-10-16
Redwood Financial Network Corp
CLOSED
Shares0 from 5,542
Change-5,542 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-03
Gradient Investments LLC
CLOSED
Shares0 from 5,008
Change-5,008 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-08
Partners Wealth Management, LLC
CLOSED
Shares0 from 4,990
Change-4,990 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 4,947
Change-4,947 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-27
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 877
Change-877 (-100%)
Value$0 (-$35.9K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-16
CoreCap Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$655)
Filed 2026-10-08
LPL Financial LLC
N/A
Shares— from 2,147,252
Change-2,147,252 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,993,638
Change-1,993,638 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,437,964
Change-1,437,964 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,322,184
Change-1,322,184 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 567,745
Change-567,745 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 529,570
Change-529,570 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 490,614
Change-490,614 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 438,821
Change-438,821 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 410,325
Change-410,325 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 402,997
Change-402,997 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 393,938
Change-393,938 (-100%)
Value—
UBS Group AG
N/A
Shares— from 318,312
Change-318,312 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 311,928
Change-311,928 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 271,579
Change-271,579 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 264,304
Change-264,304 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 255,221
Change-255,221 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 250,887
Change-250,887 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 245,009
Change-245,009 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 210,909
Change-210,909 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 209,455
Change-209,455 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 191,018
Change-191,018 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 172,907
Change-172,907 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 150,952
Change-150,952 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 138,195
Change-138,195 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 121,711
Change-121,711 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 108,274
Change-108,274 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 91,224
Change-91,224 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 89,112
Change-89,112 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78,830
Change-78,830 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70,051
Change-70,051 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 67,008
Change-67,008 (-100%)
Value—
&partners
N/A
Shares— from 64,556
Change-64,556 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 60,851
Change-60,851 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 46,005
Change-46,005 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 43,765
Change-43,765 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 39,005
Change-39,005 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,795
Change-38,795 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,629
Change-37,629 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 34,700
Change-34,700 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 34,406
Change-34,406 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,418
Change-28,418 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,934
Change-26,934 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 26,036
Change-26,036 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,974
Change-25,974 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 21,782
Change-21,782 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,725
Change-21,725 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,643
Change-21,643 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 16,876
Change-16,876 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,429
Change-16,429 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 14,122
Change-14,122 (-100%)
Value—
American Trust
N/A
Shares— from 13,178
Change-13,178 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,818
Change-9,818 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,635
Change-7,635 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 442
Change-442 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 286
Change-286 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
BNP Paribas
N/A
Shares— from 77
Change-77 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 75
Change-75 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Trust Co
INCREASED1,453,1691,400,471+52,698+4%$57.4M$58.4M+$999.5K2026-10-09
Comprehensive Wealth Management, LLC
INCREASED710,616690,557+20,059+3%$28.3M$28.5M+$254.8K2026-11-02
Keudell ison Wealth Management
INCREASED326,806303,249+23,557+8%$12.4M$13.1M+$704.2K2026-10-16
swisspartners Advisors Ltd
INCREASED285,690283,700+1,990+1%$11.6M$11.5M-$142.9K2026-11-05
Plan Group Financial, LLC
INCREASED284,602260,012+24,590+9%$10.6M$11.5M+$899.7K2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED275,031265,297+9,734+4%$10.9M$11.0M+$179.3K2026-10-23
Commonwealth Equity Services, LLC
DECREASED245,588354,516-108,928-31%$14.5M$9.9M-$4.7M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED228,220214,873+13,347+6%$8.8M$9.2M+$364.6K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED199,492197,794+1,698+1%$8.1M$8.0M-$89.6K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED179,312178,952+360+0%$7.3M$7.2K-$7.3M2026-11-02
Fifth Third Securities, Inc.
INCREASED136,849133,735+3,114+2%$5.5M$5.5M+$18.4K2026-10-21
Cyr Financial Inc.
INCREASED136,569123,882+12,687+10%$5.1M$5.5M+$410.7K2026-10-16
Premier Path Wealth Partners, LLC
INCREASED123,01888,432+34,586+39%$3.6M$4.9M+$1.3M2026-10-16
Redhawk Wealth Advisors, Inc.
DECREASED116,314122,331-6,017-5%$5.0M$4.7M-$339.2K2026-10-14
Cassia Capital Partners, LLC
INCREASED116,304103,332+12,972+13%$4.2M$4.7M+$442.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED92,00791,936+71+0%$3.9M$3.7M-$195.8K2026-10-13
Cornerstone National Bank & Trust Co
INCREASED91,99182,708+9,283+11%$3.4M$3.7M+$291.2K2026-10-20
Farther Finance Advisors, LLC
INCREASED89,33753,139+36,198+68%$2.2M$3.6M+$1.4M2026-10-08
First Heartland Consultants, Inc.
INCREASED86,72478,382+8,342+11%$3.2M$3.5M+$272.5K2026-10-08
Creative Financial Designs Inc
DECREASED63,48764,544-1,057-2%$2.6M$2.5M-$93.9K2026-11-04
Atria Investments, Inc
INCREASED60,38957,615+2,774+5%$2.4M$2.4M+$65.4K2026-10-15
Titleist Asset Management, LLC
DECREASED57,642179,521-121,879-68%$7.4M$2.3M-$5.0M2026-10-08
Old Port Advisors
DECREASED53,35953,664-305-1%$2.2M$2.1M-$55.1K2026-10-23
Manchester Financial Inc
INCREASED50,56148,673+1,888+4%$2.0M$2.0M+$37.0K2026-10-15
RDA Financial Network
INCREASED42,64442,567+77+0%$1.7M$1.7M-$30.8K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED42,50443,710-1,206-3%$1.8M$1.7K-$1.8M2026-10-21
Able Wealth Management LLC
DECREASED40,00840,636-628-2%$1.7M$1.6M-$60.9K2026-10-13
IFP Advisors, Inc
DECREASED38,52290,190-51,668-57%$3.7M$1.5M-$2.1M2026-10-16
Simplicity Wealth,LLC
INCREASED38,34511,933+26,412+221%$488.8K$1.5M+$1.1M2026-10-23
Cordoba Advisory Partners LLC
INCREASED38,06235,431+2,631+7%$1.5M$1.5M+$77.4K2026-10-19
Truist Financial Corp
INCREASED37,90937,126+783+2%$1.5M$1.5M+$1.8K2026-10-30
Altura Wealth Advisors Inc.
INCREASED35,33234,798+534+2%$1.4M$1.4M-$6.3K2026-10-22
Integrity Alliance, Llc.
INCREASED30,64822,715+7,933+35%$930.4K$1.2M+$300.5K2026-10-29
US Bancorp \de\
INCREASED29,59127,168+2,423+9%$1.1M$1.2M+$75.4K2026-11-05
Kestra Advisory Services, LLC
INCREASED29,28022,228+7,052+32%$910.4K$1.2M+$265.5K2026-11-02
Vise Technologies, Inc.
DECREASED27,48970,368-42,879-61%$2.9M$1.1M-$1.8M2026-10-29
Powerhouse Assets LLC
INCREASED27,01725,205+1,812+7%$1.0M$1.1M+$52.7K2026-10-19
MMA Asset Management LLC
INCREASED23,11116,299+6,812+42%$667.6K$928.1K+$260.6K2026-11-02
Iron Financial LLC
INCREASED21,22520,670+555+3%$846.6K$852.4K+$5.8K2026-10-23
Asset Dedication, LLC
DECREASED18,01218,771-759-4%$768.8K$723.4K-$45.4K2026-11-03
Wedbush Securities Inc
DECREASED17,57120,936-3,365-16%$857.0K$706-$856.3K2026-10-22
Park Avenue Securities LLC
INCREASED17,1598,552+8,607+101%$350.0K$689-$349.3K2026-10-26
Earned Wealth Advisors, LLC
INCREASED17,06116,816+245+1%$688.7K$685.2K-$3.6K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED16,96316,712+251+2%$684.5K$686.2K+$1.7K2026-10-30
Perigon Wealth Management, LLC
DECREASED13,84914,046-197-1%$575.3K$556.2K-$19.1K2026-10-22
Avior Wealth Management, LLC
UNCHANGED13,73213,73200%$562.4K$551.5K-$11.0K2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED13,61910,736+2,883+27%$439.7K$546.9K+$107.2K2026-10-29
RFG - Bristol Wealth Advisors, LLC
INCREASED12,59512,007+588+5%$491.8K$505.8K+$14.1K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED12,54612,54600%$513.9K$513.9K$02026-10-06
Maryland Capital Advisors Inc.
UNCHANGED12,23112,23100%$501.0K$491.2K-$9.8K2026-10-15
Independent Financial Group, LLC
INCREASED12,01911,328+691+6%$464.0K$482.7K+$18.7K2026-10-13
Opus Financial Solutions LLC
INCREASED12,01511,105+910+8%$454.8K$482.5K+$27.7K2026-11-06
Financial Advisory Partners, LLC
INCREASED11,38311,256+127+1%$461.0K$457.1K-$3.9K2026-10-23
RiverTree Advisors, LLC
INCREASED10,84710,395+452+4%$425.8K$435.6K+$9.9K2026-10-13
Harmony Asset Management LLC
INCREASED10,74910,023+726+7%$410.5K$431.7K+$21.2K2026-10-20
Creative Planning
DECREASED10,63112,309-1,678-14%$504.2K$426.9K-$77.2K2026-11-02
Trademark Financial Management, LLC
DECREASED10,56711,463-896-8%$469.5K$424.4K-$45.1K2026-10-23
Key Capital Management, Inc
INCREASED10,10810,092+16+0%$413.3K$405.9K-$7.4K2026-11-03
Rodgers & Associates, LTD
DECREASED9,29114,301-5,010-35%$585.7K$373.1K-$212.6K2026-10-20
XY Planning Network, Inc.
NEW8,907—+8,907——$357.7K—2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED8,2258,22500%$336.9K$330.3K-$6.6K2026-10-05
Crescent Grove Advisors, LLC
UNCHANGED8,1558,15500%$334.0K$327.5K-$6.5K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED7,3827,38200%$302.3K$296.5K-$5.9K2026-10-15
Ashton Thomas Private Wealth, LLC
UNCHANGED7,3057,30500%$299.2K$293.4K-$5.8K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED7,3006,900+400+6%$282.6K$293.2K+$10.6K2026-10-13
Principal Financial Group Inc
NEW7,135—+7,135——$286.6K—2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED6,7546,730+24+0%$275.6K$271.2K-$4.4K2026-10-26
Roman Butler Fullerton & Co
INCREASED6,5925,749+843+15%$239.8K$266.1K+$26.3K2026-10-27
LifeWealth Investments, LLC
INCREASED6,4665,526+940+17%$226.3K$259.7K+$33.4K2026-10-21
Cowa, LLC
INCREASED6,4326,423+9+0%$263.1K$258.3K-$4.7K2026-10-30
Bellecapital International Ltd.
UNCHANGED6,2006,20000%$253.9K$249.0K-$4.9K2026-10-21
Samalin Investment Counsel, LLC
INCREASED5,6765,621+55+1%$230.2K$227.9K-$2.3K2026-10-23
Cpwa, LLC
NEW5,075—+5,075——$203.0K—2026-11-04
City State Bank
INCREASED4,9634,143+820+20%$169.7K$199.3K+$29.6K2026-10-20
Accordant Advisory Group Inc
DECREASED4,8925,010-118-2%$205.2K$196.5K-$8.7K2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED4,0364,060-24-1%$166.3K$162.1K-$4.2K2026-11-02
Noble Wealth Management PBC
UNCHANGED2,7002,70000%$110.6K$108.4K-$2.2K2026-10-01
Private Trust Co NA
DECREASED2,4922,742-250-9%$112.3K$100.1K-$12.2K2026-10-20
Kingdom Financial Group Llc.
DECREASED2,0742,110-36-2%$86.4K$83.3K-$3.1K2026-11-04
Compass Financial Management LLC
DECREASED1,9102,590-680-26%$108.0K$76.7K-$31.3K2026-10-30
Lloyd Advisory Services, Llc.
INCREASED1,6501,493+157+11%$61.1K$66.3K+$5.1K2026-11-02
Valley National Advisers Inc
UNCHANGED1,6211,62100%$66.4K$65.1K-$1.3K2026-10-23
Portfolio Resources Advisor Group, Inc.
NEW1,522—+1,522——$61.1K—2026-10-20
Fifth Third Bancorp
DECREASED1,4971,714-217-13%$70.2K$60.1K-$10.1K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED1,3201,32000%$54.1K$53.0K-$1.1K2026-11-02
Raleigh Capital Management Inc.
INCREASED1,2741,241+33+3%$50.8K$51.2K+$3272026-10-28
Rosenberg Matthew Hamilton
UNCHANGED1,2701,27000%$52.0K$51.0K-$1.0K2026-10-05
Horrell Capital Management, Inc.
UNCHANGED1,2221,22200%$50.1K$49.1K-$9742026-10-08
Morling Financial Advisors, LLC
NEW1,137—+1,137——$45.7K—2026-10-28
Trust Co of Vermont
UNCHANGED1,0401,04000%$42.6K$41.8K-$8302026-10-21
Cape Investment Advisory, Inc.
DECREASED872898-26-3%$36.8K$35.0K-$1.8K2026-10-13
Holos Integrated Wealth LLC
INCREASED748736+12+2%$30.5K$30.2K-$2982026-10-23
Nfsg Corp
NEW698—+698——$28.0K—2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED64764700%$26.5K$26.0K-$5162026-11-06
Covestor Ltd
DECREASED613632-19-3%$26.0K$25-$26.0K2026-10-30
Clearstead Advisors, LLC
DECREASED585605-20-3%$24.8K$23.5K-$1.3K2026-11-06
Rossby Financial, LCC
INCREASED529471+58+12%$19.3K$21.2K+$1.9K2026-11-05
Cullen T Bankers, Inc.
NEW509—+509——$20.4K—2026-10-28
Farmers & Merchants Investments Inc
DECREASED503534-31-6%$21.9K$20.2K-$1.7K2026-10-22
Clark Wealth Partners
UNCHANGED49749700%$20.4K$20.0K-$3962026-10-19
Montgomery Financial Services LLC
INCREASED355186+169+91%$7.6K$14.3K+$6.6K2026-11-03
Fortitude Family Office, LLC
UNCHANGED30230200%$12.4K$12.1K-$2412026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED22822800%$9.3K$9.2K-$1822026-10-26
Networth Advisors, LLC
INCREASED190187+3+2%$7.7K$7.6K-$402026-11-03
Lanark Financial, Inc.
UNCHANGED14514500%$5.9K$5.8K-$1152026-10-26
Silver Grove Financial Group, Inc.
NEW143—+143——$5.7K—2026-11-05
Tounjian Advisory Partners, LLC
INCREASED123121+2+2%$4.9K$4.9K-$182026-11-04
Fortis Group Advisors, LLC
UNCHANGED989800%$4.0K$3.9K-$782026-11-06
Center for Financial Planning, Inc.
NEW60—+60——$2.4K—2026-10-26
Evolution Wealth Management Inc.
NEW57—+57——$2.3K—2026-10-28
Signaturefd, LLC
UNCHANGED555500%$2.3K$2.2K-$442026-10-23
Elevated Capital Advisors, LLC
NEW41—+41——$1.6K—2026-11-04
Sterling Capital Management LLC
INCREASED2211+11+100%$451$884+$4332026-10-22
Assetmark, Inc
UNCHANGED181800%$737$723-$142026-10-21
Scarborough Advisors, LLC
CLOSED010,102-10,102-100%$422.8K$0-$422.8K2026-10-16
Redwood Financial Network Corp
CLOSED05,542-5,542-100%$227.0K$0-$227.0K2026-11-03
Gradient Investments LLC
CLOSED05,008-5,008-100%$205.1K$0-$205.1K2026-10-08
Partners Wealth Management, LLC
CLOSED04,990-4,990-100%$204.4K$0-$204.4K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED04,947-4,947-100%$202.6K$0-$202.6K2026-10-27
Commonwealth Retirement Investments LLC
CLOSED0877-877-100%$35.9K$0-$35.9K2026-10-26
AdvisorNet Financial, Inc
CLOSED0234-234-100%$9.6K$0-$9.6K2026-10-15
TD Waterhouse Canada Inc.
CLOSED038-38-100%$1.6K$0-$1.6K2026-10-16
CoreCap Advisors, LLC
CLOSED016-16-100%$655$0-$6552026-10-08
LPL Financial LLC
N/A—2,147,252-2,147,252-100%$87.9M———
Bank of America Corp
N/A—1,993,638-1,993,638-100%$81.7M———
Morgan Stanley
N/A—1,437,964-1,437,964-100%$58.9M———
Wells Fargo & Company
N/A—1,322,184-1,322,184-100%$54.2M———
Old Mission Capital LLC
N/A—567,745-567,745-100%$23.3M———
Northwestern Mutual Wealth Management Co
N/A—529,570-529,570-100%$21.7M———
Ameriprise Financial Inc
N/A—490,614-490,614-100%$20.1M———
Royal Bank of Canada
N/A—438,821-438,821-100%$18.0M———
Raymond James Financial Inc
N/A—410,325-410,325-100%$16.8M———
Drake & Associates, LLC
N/A—402,997-402,997-100%$16.5M———
Cetera Investment Advisers
N/A—393,938-393,938-100%$16.1M———
UBS Group AG
N/A—318,312-318,312-100%$13.0M———
Envestnet Asset Management Inc
N/A—311,928-311,928-100%$12.8M———
Jane Street Group, LLC
N/A—271,579-271,579-100%$11.1M———
M&T Bank Corp
N/A—264,304-264,304-100%$10.8M———
MML Investors Services, LLC
N/A—255,221-255,221-100%$10.5M———
Kingsview Wealth Management, LLC
N/A—250,887-250,887-100%$10.3M———
WCG Wealth Advisors LLC
N/A—245,009-245,009-100%$10.0M———
Three Cord True Wealth Management, LLC
N/A—210,909-210,909-100%$8.6M———
Centaurus Financial, Inc.
N/A—209,455-209,455-100%$8.6M———
AE Wealth Management LLC
N/A—191,018-191,018-100%$7.8M———
Tower Wealth Partners, Inc.
N/A—172,907-172,907-100%$7.1M———
Ameritas Advisory Services, LLC
N/A—150,952-150,952-100%$6.2M———
Anderson Financial Strategies, LLC
N/A—138,195-138,195-100%$5.8M———
HighTower Advisors, LLC
N/A—121,711-121,711-100%$5.0M———
Citadel Advisors LLC
N/A—108,274-108,274-100%$4.4M———
Osaic Holdings, Inc.
N/A—91,224-91,224-100%$3.7M———
Columbia River Financial Group, LLC
N/A—89,112-89,112-100%$3.6M———
JPMorgan Chase & Co
N/A—78,830-78,830-100%$3.2M———
Jones Financial Companies Lllp
N/A—70,051-70,051-100%$2.8M———
Principal Securities, Inc.
N/A—67,008-67,008-100%$2.7M———
&partners
N/A—64,556-64,556-100%$2.6M———
Equitable Holdings, Inc.
N/A—60,851-60,851-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—46,005-46,005-100%$1.9M———
O'shaughnessy Asset Management, LLC
N/A—43,765-43,765-100%$1.8M———
IFG Advisory, LLC
N/A—39,005-39,005-100%$1.6M———
Mariner, LLC
N/A—38,795-38,795-100%$1.6M———
Focus Partners Wealth
N/A—37,629-37,629-100%$1.5M———
Johnson Financial Group, Inc.
N/A—34,700-34,700-100%$1.4M———
Fiduciary Trust Co
N/A—34,406-34,406-100%$1.4M———
Savvy Advisors, Inc.
N/A—28,418-28,418-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—26,934-26,934-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—26,036-26,036-100%$550.5K———
Silver OAK Securities, Incorporated
N/A—25,974-25,974-100%$1.1M———
Deutsche Bank Ag\
N/A—21,782-21,782-100%$892.2K———
Advisory Services Network, LLC
N/A—21,725-21,725-100%$889.8K———
Foundations Investment Advisors, LLC
N/A—21,643-21,643-100%$886.4K———
AlTi Global, Inc.
N/A—18,200-18,200-100%$745.4K———
Perspective Wealth Advisors LLC
N/A—16,876-16,876-100%$691.2K———
Smartleaf Asset Management LLC
N/A—16,806-16,806-100%$687.3K———
Invesco Ltd.
N/A—16,429-16,429-100%$672.9K———
Retirement Income Solutions, Inc
N/A—14,169-14,169-100%$559.4K———
Qube Research & Technologies Ltd
N/A—14,122-14,122-100%$578.4K———
American Trust
N/A—13,178-13,178-100%$539.8K———
Stratos Wealth Partners, Ltd.
N/A—12,148-12,148-100%$497.6K———
Integrated Wealth Concepts LLC
N/A—9,974-9,974-100%$408.5K———
HRT Financial LP
N/A—9,818-9,818-100%$402.0K———
Private Advisor Group, LLC
N/A—9,601-9,601-100%$393.3K———
Vestmark Advisory Solutions, Inc.
N/A—7,813-7,813-100%$320.0K———
Caprock Group, LLC
N/A—7,695-7,695-100%$315.2K———
Composition Wealth, LLC
N/A—7,641-7,641-100%$313.0K———
Harbour Investments, Inc.
N/A—7,635-7,635-100%$312.7K———
Rockefeller Capital Management L.P.
N/A—7,366-7,366-100%$301.7K———
OneAscent Financial Services LLC
N/A—7,269-7,269-100%$297.7K———
Susquehanna International Group, LLP
N/A—7,250-7,250-100%$296.9K———
Tidemark, LLC
N/A—6,959-6,959-100%$285.0K———
Sanctuary Advisors, LLC
N/A—6,522-6,522-100%$267.1K———
Continuum Advisory, LLC
N/A—6,347-6,347-100%$260.0K———
Money Concepts Capital Corp
N/A—5,903-5,903-100%$241.8K———
Intellectus Partners, LLC
N/A—5,763-5,763-100%$236.1K———
Perissos Private Wealth Management, LLC
N/A—5,754-5,754-100%$235.7K———
Westbourne Investments, Inc.
N/A—5,700-5,700-100%$233.5K———
GTS Securities LLC
N/A—5,683-5,683-100%$232.8K———
FMR LLC
N/A—5,497-5,497-100%$225.2K———
Kovack Advisors, Inc.
N/A—5,391-5,391-100%$219.8K———
Nuveen, LLC
N/A—5,262-5,262-100%$215.5K———
Bank of Montreal
N/A—4,872-4,872-100%$199.5K———
Wellington-Altus USA Inc.
N/A—3,750-3,750-100%$148.1K———
Strategic Wealth Partners, Ltd.
N/A—2,939-2,939-100%$120.4K———
Arax Advisory Partners
N/A—2,712-2,712-100%$111.1K———
Regatta Research & Money Management
N/A—2,492-2,492-100%$102.1K———
Geneos Wealth Management Inc.
N/A—2,303-2,303-100%$94.3K———
Steward Partners Investment Advisory, LLC
N/A—2,254-2,254-100%$92.3K———
Blair William & Co
N/A—1,887-1,887-100%$77.3K———
Ancora Advisors LLCA
N/A—1,700-1,700-100%$69.6K———
BlackRock, Inc.
N/A—1,410-1,410-100%$57.8K———
National Bank of Canada
N/A—1,375-1,375-100%$56.3K———
Bogart Wealth, LLC
N/A—1,120-1,120-100%$45.9K———
Anchor Investment Management, LLC
N/A—950-950-100%$38.9K———
IAG Wealth Partners, LLC
N/A—793-793-100%$32.5K———
Allworth Financial LP
N/A—442-442-100%$18.1K———
BFC Planning, Inc.
N/A—302-302-100%$12.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—302-302-100%$12.4K———
SHP Wealth Management
N/A—286-286-100%$11.7K———
Global Retirement Partners, LLC
N/A—273-273-100%$11.2K———
Dunhill Financial, LLC
N/A—257-257-100%$10.6K———
Colonial Trust Co / SC
N/A—200-200-100%$8.2K———
Hantz Financial Services, Inc.
N/A—192-192-100%$8———
FAS Wealth Partners, Inc.
N/A—177-177-100%$7.3K———
Vanguard Advisers Inc
N/A—145-145-100%$5.9K———
WealthShield Partners, LLC
N/A—108-108-100%$4.4K———
BNP Paribas
N/A—77-77-100%$3.2K———
Federation des caisses Desjardins du Quebec
N/A—75-75-100%$3.1K———
Front Row Advisors LLC
N/A—60-60-100%$2.5K———
Glen Eagle Advisors, LLC
N/A—36-36-100%$1.5K———
Aptus Capital Advisors, LLC
N/A—33-33-100%$1.4K———
Mpwm Advisory Solutions, LLC
N/A—26-26-100%$1.1K———
Brown Brothers Harriman & Co
N/A—8-8-100%$328———
Showing 231 of 231 institutions