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SS Spdr S&P Semiconductor (XSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
NEW
Shares67,040
Change+67,040
Value$35.5M
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares40,000 from 2,300
Change+37,700 (+1639%)
Value$21.2M (+$19.8M)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares30,248 from 29,770
Change+478 (+2%)
Value$16.0M (-$2.5M)
Filed 2026-10-08
McGuire Investment Group, LLC
DECREASED
Shares29,683 from 33,795
Change-4,112 (-12%)
Value$15.7M (-$5.4M)
Filed 2026-10-23
Congress Asset Management Co
NEW
Shares25,433
Change+25,433
Value$25.4K
Filed 2026-10-06
First Interstate Bank
DECREASED
Shares24,586 from 25,137
Change-551 (-2%)
Value$13.0M (-$2.7M)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares23,928 from 115
Change+23,813 (+20707%)
Value$12.8M (+$12.8M)
Filed 2026-11-04
Hobart Private Capital, LLC
INCREASED
Shares20,790 from 20,157
Change+633 (+3%)
Value$11.0M (-$1.6M)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares18,913 from 17,606
Change+1,307 (+7%)
Value$10.0M (-$964.3K)
Filed 2026-10-27
Jmac Enterprises LLC
DECREASED
Shares18,832 from 18,839
Change-7 (0%)
Value$10.0M (-$1.8M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,425 from 16,461
Change-36 (0%)
Value$8.7K (-$10.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares13,681 from 18,479
Change-4,798 (-26%)
Value$7.2M (-$4.3M)
Filed 2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED
Shares11,545 from 11,434
Change+111 (+1%)
Value$6.1M (-$1.0M)
Filed 2026-10-16
Sage Capital Advisors,llc
INCREASED
Shares10,532 from 10,504
Change+28 (+0%)
Value$5.6M (-$973.3K)
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED
Shares8,758 from 8,803
Change-45 (-1%)
Value$4.6M (-$852.0K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares8,514 from 8,159
Change+355 (+4%)
Value$4.5M (-$579.6K)
Filed 2026-10-30
Focus Wealth Advisors, LLC
DECREASED
Shares7,448 from 7,506
Change-58 (-1%)
Value$3.9M (-$736.8K)
Filed 2026-10-14
Yarbrough Capital, LLC
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$3.8M (-$667.6K)
Filed 2026-10-19
Chatham Capital Group, Inc.
INCREASED
Shares6,317 from 5,767
Change+550 (+10%)
Value$3.3M (-$251.3K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares5,587 from 5,924
Change-337 (-6%)
Value$3.0M (-$735.4K)
Filed 2026-10-29
Sharper & Granite LLC
INCREASED
Shares5,240 from 5,090
Change+150 (+3%)
Value$1.7M (-$1.5M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares5,187 from 3,647
Change+1,540 (+42%)
Value$2.7M (+$472.5K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares4,723 from 4,845
Change-122 (-3%)
Value$2.5M (-$520.0K)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares4,443 from 4,295
Change+148 (+3%)
Value$2.5M (-$137.8K)
Filed 2026-10-28
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares4,400 from 1,700
Change+2,700 (+159%)
Value$2.3M (+$1.3M)
Filed 2026-10-19
Regatta Capital Group, LLC
INCREASED
Shares4,307 from 3,987
Change+320 (+8%)
Value$2.3M (-$205.3K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares4,057 from 4,037
Change+20 (+1%)
Value$1.8M (-$271.5K)
Filed 2026-10-27
Arkansas Financial Group, Inc.
INCREASED
Shares3,907 from 3,858
Change+49 (+1%)
Value$2.1M (-$337.0K)
Filed 2026-10-26
Mission Wealth Management, LP
INCREASED
Shares3,821 from 3,712
Change+109 (+3%)
Value$2.0M (-$291.6K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares3,794 from 4,080
Change-286 (-7%)
Value$2.0M (-$535.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares3,741 from 3,740
Change+1 (+0%)
Value$2.0M (-$351.3K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,647 from 3,286
Change+361 (+11%)
Value$1.9M (+$74.6K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares3,175 from 3,164
Change+11 (+0%)
Value$1.7M (-$291.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares3,150 from 2,885
Change+265 (+9%)
Value$1.7M (-$131.1K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,062 from 3,307
Change-245 (-7%)
Value$1.6M (-$440.9K)
Filed 2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,940 from 2,937
Change+3 (+0%)
Value$1.6M (-$275.2K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares2,910 from 2,894
Change+16 (+1%)
Value$1.5M (-$263.8K)
Filed 2026-10-21
United Asset Strategies, Inc.
INCREASED
Shares2,489 from 2,336
Change+153 (+7%)
Value$1.3M (-$138.7K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares2,450 from 2,445
Change+5 (+0%)
Value$1.2M (+$29.3K)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares2,380 from 2,379
Change+1 (+0%)
Value$1.3M (-$223.6K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares2,337 from 2,338
Change-1 (0%)
Value$1.2M (-$220.7K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares2,327 from 509
Change+1,818 (+357%)
Value$1.2M (+$915.0K)
Filed 2026-11-05
Kaizen Financial Strategies
INCREASED
Shares2,140 from 2,040
Change+100 (+5%)
Value$1.1M (-$82.5K)
Filed 2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,056 from 2,076
Change-20 (-1%)
Value$1.1M (-$205.9K)
Filed 2026-10-26
Ejmk Ventures LLC
DECREASED
Shares1,965 from 1,971
Change-6 (0%)
Value$1.0M (-$188.6K)
Filed 2026-10-21
Intesa Sanpaolo Wealth Management
NEW
Shares1,900
Change+1,900
Value$1.0M
Filed 2026-10-28
Cambiar Investors LLC
NEW
Shares1,887
Change+1,887
Value$999.4K
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares1,866 from 2,922
Change-1,056 (-36%)
Value$988.3K (-$834.2K)
Filed 2026-10-13
ATX Financial Planning, LLC
DECREASED
Shares1,841 from 1,847
Change-6 (0%)
Value$975.0K (-$176.7K)
Filed 2026-10-14
AGP Franklin, LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$961.3K (-$170.8K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$926.8K (-$164.6K)
Filed 2026-10-22
Patton Albertson Miller Group, LLC
DECREASED
Shares1,744 from 1,752
Change-8 (0%)
Value$923.7K (-$169.1K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares1,731 from 1,522
Change+209 (+14%)
Value$916.8K (-$32.5K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares1,668 from 2,018
Change-350 (-17%)
Value$883.4K (-$375.6K)
Filed 2026-10-26
SFI Advisors, LLC
DECREASED
Shares1,663 from 1,734
Change-71 (-4%)
Value$880.8K (-$200.7K)
Filed 2026-10-30
Biltmore Family Office, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$873.9K (-$155.2K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,552 from 1,650
Change-98 (-6%)
Value$821.7K (-$207.1K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares1,459 from 1,465
Change-6 (0%)
Value$772.7K (-$141.0K)
Filed 2026-10-28
Blue Jean Financial LLC
NEW
Shares1,426
Change+1,426
Value$755.2K
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares1,410 from 1,375
Change+35 (+3%)
Value$746.7K (-$110.6K)
Filed 2026-11-05
Signature Equity Partners, LLC
DECREASED
Shares1,377 from 1,389
Change-12 (-1%)
Value$729.3K (-$137.0K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares1,375 from 1,182
Change+193 (+16%)
Value$728.2K (-$9.0K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,319 from 659
Change+660 (+100%)
Value$698.6K (+$287.4K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
DECREASED
Shares1,302 from 1,352
Change-50 (-4%)
Value$689.7K (-$153.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
NEW
Shares1,269
Change+1,269
Value$672.4K
Filed 2026-11-05
Sonata Capital Group Inc
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$662.0K (-$117.6K)
Filed 2026-10-19
Chemung Canal Trust Co
DECREASED
Shares1,248 from 1,493
Change-245 (-16%)
Value$661.0K (-$270.2K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares1,223 from 1,243
Change-20 (-2%)
Value$648 (-$774.4K)
Filed 2026-10-22
Guerra PAN Advisors, LLC
DECREASED
Shares1,137 from 1,145
Change-8 (-1%)
Value$534.7K (-$179.5K)
Filed 2026-10-26
Aspen Investment Management Inc
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$548 (-$98)
Filed 2026-11-05
Belvedere Trading LLC
NEW
Shares1,030
Change+1,030
Value$545.5K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares993 from 1,007
Change-14 (-1%)
Value$525.9K (-$102.2K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares985 from 943
Change+42 (+4%)
Value$521.7K (-$66.5K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares959 from 338
Change+621 (+184%)
Value$508.1K (+$297.3K)
Filed 2026-10-22
Thrivent Financial for Lutherans
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$507 (-$596.5K)
Filed 2026-11-05
Clearwave Capital, LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$503.7K (-$89.4K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares916 from 901
Change+15 (+2%)
Value$484.9K (-$76.8K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
INCREASED
Shares908 from 886
Change+22 (+2%)
Value$480.9K (-$71.7K)
Filed 2026-10-06
Jericho Financial, LLP
DECREASED
Shares905 from 946
Change-41 (-4%)
Value$479.5K (-$110.3K)
Filed 2026-10-13
World Equity Group, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$476.7K (-$84.7K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
DECREASED
Shares861 from 3,393
Change-2,532 (-75%)
Value$456.0K (-$1.7M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares855 from 778
Change+77 (+10%)
Value$452.6K (-$32.9K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares826 from 9,005
Change-8,179 (-91%)
Value$437.3K (-$5.2M)
Filed 2026-11-05
Sigma Investment Counselors Inc
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$432.5K (-$76.8K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED
Shares776 from 770
Change+6 (+1%)
Value$410.9K (-$69.1K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares739 from 764
Change-25 (-3%)
Value$391.6K (-$85.1K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares728 from 804
Change-76 (-9%)
Value$384.5K (-$116.9K)
Filed 2026-10-09
Fullerton Advisors, LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$375.0K (-$66.5K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares704 from 648
Change+56 (+9%)
Value$372.9K (-$31.3K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares695 from 694
Change+1 (+0%)
Value$367.8K (-$65.2K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$359.9K (-$63.9K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$348.5K (-$61.9K)
Filed 2026-10-23
McAdam, LLC
DECREASED
Shares620 from 623
Change-3 (0%)
Value$328.3K (-$60.2K)
Filed 2026-10-21
Perigon Wealth Management, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$326.1K (-$57.9K)
Filed 2026-10-22
RFG Advisory, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$323.6K (-$57.5K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares598 from 399
Change+199 (+50%)
Value$316.9K (+$67.9K)
Filed 2026-10-19
Brighton Jones LLC
DECREASED
Shares596 from 658
Change-62 (-9%)
Value$315.7K (-$94.7K)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$308.8K (-$54.8K)
Filed 2026-10-06
Lebenthal Global Advisors, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$301.9K (-$53.6K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares562 from 502
Change+60 (+12%)
Value$297.5K (-$15.6K)
Filed 2026-11-03
Principle Wealth Partners LLC
DECREASED
Shares560 from 561
Change-1 (0%)
Value$296.9K (-$52.7K)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$291.7K (-$51.7K)
Filed 2026-10-27
Lionshead Wealth Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$286.0K (-$50.8K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares526 from 332
Change+194 (+58%)
Value$279 (-$206.7K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
NEW
Shares520
Change+520
Value$275.4K
Filed 2026-10-13
Legacy Advisors, LLC
INCREASED
Shares504 from 500
Change+4 (+1%)
Value$266.9K (-$44.9K)
Filed 2026-10-19
Spring Capital Management, LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$262.7K (-$46.7K)
Filed 2026-10-09
Vise Technologies, Inc.
NEW
Shares487
Change+487
Value$257.9K
Filed 2026-10-29
MacKenzie Financial Corp
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$243.6K (-$43.3K)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares456 from 482
Change-26 (-5%)
Value$241.6K (-$59.2K)
Filed 2026-10-07
Larson Financial Group LLC
INCREASED
Shares452 from 2
Change+450 (+22500%)
Value$239.4K (+$238.1K)
Filed 2026-11-05
D.A. Davidson & Co.
NEW
Shares437
Change+437
Value$231.4K
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares436 from 331
Change+105 (+32%)
Value$231.1K (+$24.5K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares435 from 450
Change-15 (-3%)
Value$230.8K (-$50.3K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
NEW
Shares426
Change+426
Value$225.3K
Filed 2026-10-23
FAI Advisors, Inc.
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$218.2K (-$38.8K)
Filed 2026-10-27
Wespac Advisors, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$215.0K (-$38.2K)
Filed 2026-10-26
Saxony Capital Management, LLC
INCREASED
Shares404 from 333
Change+71 (+21%)
Value$213.9K (+$6.1K)
Filed 2026-10-15
Advisory Advocates, LLC
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$212.9K (-$36.6K)
Filed 2026-11-05
Dagco, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$211.8K (-$37.6K)
Filed 2026-10-20
Bullock Wealth Management Group
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$181.7K (-$20.4K)
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares330 from 352
Change-22 (-6%)
Value$174.6K (-$45.3K)
Filed 2026-10-26
Acropolis Investment Management, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$172.1K (-$30.6K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares307 from 541
Change-234 (-43%)
Value$162.6K (-$174.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares278
Change+278
Value$147.3K
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares244 from 291
Change-47 (-16%)
Value$129.5K (-$52.0K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares232 from 283
Change-51 (-18%)
Value$122.9K (-$53.6K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares220 from 80
Change+140 (+175%)
Value$116.5K (+$66.6K)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$101.7K (-$18.1K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$68.3K (-$12.1K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$62.4K (-$7.1K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$55.8K (-$9.9K)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares97 from 844
Change-747 (-89%)
Value$51.4K (-$475.0K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$51.4K (-$9.1K)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$47.7K (-$8.5K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$46.8K (-$8.3K)
Filed 2026-10-20
Evolution Wealth Management Inc.
NEW
Shares80
Change+80
Value$42.4K
Filed 2026-10-28
Lodestone Wealth Management LLC
NEW
Shares75
Change+75
Value$39.7K
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares65 from 50
Change+15 (+30%)
Value$34.8K (+$5.0K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares63 from 48
Change+15 (+31%)
Value$33.4K (+$3.4K)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares63 from 57
Change+6 (+11%)
Value$33.2K (-$2.2K)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$32.3K (-$5.7K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares50
Change+50
Value$26.5K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares50
Change+50
Value$26.5K
Filed 2026-10-21
Parkside Financial Bank & Trust
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$25.4K (-$4.5K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$24.9K (-$4.4K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares43
Change+43
Value$22.8K
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$21.7K (-$3.9K)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$18.6K (-$3.3K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares34
Change+34
Value$18.0K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares33
Change+33
Value$17.5K
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares31 from 150
Change-119 (-79%)
Value$16.6K (-$77.0K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares30
Change+30
Value$15.9K
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$15.9K (-$2.8K)
Filed 2026-10-13
Cullen T Bankers, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$15.9K (-$2.8K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$15 (-$18.0K)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$13.2K (-$2.4K)
Filed 2026-10-23
Go Invest LLC
INCREASED
Shares24 from 22
Change+2 (+9%)
Value$12.7K (-$1.2K)
Filed 2026-10-09
Markowski Investments
NEW
Shares20
Change+20
Value$10.6K
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$8.0K (-$1.4K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares10
Change+10
Value$5.3K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares9
Change+9
Value$4.8K
Filed 2026-10-15
RHL Group, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$4.6K (-$1.0K)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.7K (-$659)
Filed 2026-10-23
Bulwark Capital Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.2K (-$564)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.2K (-$564)
Filed 2026-10-06
Gamma Investing LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.6K (-$282)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.1K (-$188)
Filed 2026-10-23
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$530
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$224.6K
Filed 2026-10-29
SMI Advisory Services, LLC
CLOSED
Shares0 from 36,067
Change-36,067 (-100%)
Value$0 (-$20.6M)
Filed 2026-10-13
Compound Planning, Inc.
CLOSED
Shares0 from 1,796
Change-1,796 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$575.7K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 624
Change-624 (-100%)
Value$0 (-$389.2K)
Filed 2026-10-14
HBW Advisory Services LLC
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$317.5K)
Filed 2026-10-15
Integrity Alliance, Llc.
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$306.9K)
Filed 2026-10-29
XML Financial, LLC
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$261.0K)
Filed 2026-10-29
StoneX Group Inc.
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$219.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$243.3K)
Filed 2026-11-02
Sigma Planning Corp
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-23
NTV Asset Management LLC
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-23
SteelPeak Wealth, LLC
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-16
American State Bank (Iowa)
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$223.3K)
Filed 2026-11-03
Grove Street Fiduciary, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-13
VestGen Advisors, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-27
Simplicity Wealth,LLC
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 215,971
Change-215,971 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 199,207
Change-199,207 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 96,798
Change-96,798 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 75,343
Change-75,343 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 71,774
Change-71,774 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 61,463
Change-61,463 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,848
Change-55,848 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 48,640
Change-48,640 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,244
Change-43,244 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,649
Change-37,649 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,205
Change-33,205 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 31,152
Change-31,152 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,016
Change-31,016 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,169
Change-26,169 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 25,345
Change-25,345 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,512
Change-21,512 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,562
Change-19,562 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,220
Change-18,220 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 16,822
Change-16,822 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 15,678
Change-15,678 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,249
Change-15,249 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,290
Change-14,290 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,501
Change-10,501 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 8,398
Change-8,398 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
&partners
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 976
Change-976 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 965
Change-965 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 922
Change-922 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 745
Change-745 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 645
Change-645 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 567
Change-567 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 535
Change-535 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 502
Change-502 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 472
Change-472 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 443
Change-443 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 433
Change-433 (-100%)
Value—
Collier Financial
N/A
Shares— from 404
Change-404 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 399
Change-399 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 330
Change-330 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 320
Change-320 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
Barclays PLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 188
Change-188 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 166
Change-166 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 101
Change-101 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 90
Change-90 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 83
Change-83 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 59
Change-59 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 51
Change-51 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 50
Change-50 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 47
Change-47 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Annex Advisory Services, LLC
NEW67,040—+67,040——$35.5M—2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED40,0002,300+37,700+1639%$1.4M$21.2M+$19.8M2026-11-03
CoreCap Advisors, LLC
INCREASED30,24829,770+478+2%$18.6M$16.0M-$2.5M2026-10-08
McGuire Investment Group, LLC
DECREASED29,68333,795-4,112-12%$21.1M$15.7M-$5.4M2026-10-23
Congress Asset Management Co
NEW25,433—+25,433——$25.4K—2026-10-06
First Interstate Bank
DECREASED24,58625,137-551-2%$15.7M$13.0M-$2.7M2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED23,928115+23,813+20707%$64.9K$12.8M+$12.8M2026-11-04
Hobart Private Capital, LLC
INCREASED20,79020,157+633+3%$12.6M$11.0M-$1.6M2026-10-19
Altfest L J & Co Inc
INCREASED18,91317,606+1,307+7%$11.0M$10.0M-$964.3K2026-10-27
Jmac Enterprises LLC
DECREASED18,83218,839-70%$11.7M$10.0M-$1.8M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED16,42516,461-360%$10.3M$8.7K-$10.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED13,68118,479-4,798-26%$11.5M$7.2M-$4.3M2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED11,54511,434+111+1%$7.1M$6.1M-$1.0M2026-10-16
Sage Capital Advisors,llc
INCREASED10,53210,504+28+0%$6.6M$5.6M-$973.3K2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED8,7588,803-45-1%$5.5M$4.6M-$852.0K2026-10-09
Truist Financial Corp
INCREASED8,5148,159+355+4%$5.1M$4.5M-$579.6K2026-10-30
Focus Wealth Advisors, LLC
DECREASED7,4487,506-58-1%$4.7M$3.9M-$736.8K2026-10-14
Yarbrough Capital, LLC
UNCHANGED7,0967,09600%$4.4M$3.8M-$667.6K2026-10-19
Chatham Capital Group, Inc.
INCREASED6,3175,767+550+10%$3.6M$3.3M-$251.3K2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED5,5875,924-337-6%$3.7M$3.0M-$735.4K2026-10-29
Sharper & Granite LLC
INCREASED5,2405,090+150+3%$3.2M$1.7M-$1.5M2026-11-02
Creative Planning
INCREASED5,1873,647+1,540+42%$2.3M$2.7M+$472.5K2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED4,7234,845-122-3%$3.0M$2.5M-$520.0K2026-10-29
Global Assets Advisory, LLC
INCREASED4,4434,295+148+3%$2.6M$2.5M-$137.8K2026-10-28
Vertex Investment Solutions Co., Ltd.
INCREASED4,4001,700+2,700+159%$1.0M$2.3M+$1.3M2026-10-19
Regatta Capital Group, LLC
INCREASED4,3073,987+320+8%$2.5M$2.3M-$205.3K2026-10-23
Chicago Partners Investment Group LLC
INCREASED4,0574,037+20+1%$2.1M$1.8M-$271.5K2026-10-27
Arkansas Financial Group, Inc.
INCREASED3,9073,858+49+1%$2.4M$2.1M-$337.0K2026-10-26
Mission Wealth Management, LP
INCREASED3,8213,712+109+3%$2.3M$2.0M-$291.6K2026-10-15
Citigroup Inc
DECREASED3,7944,080-286-7%$2.5M$2.0M-$535.3K2026-11-04
Apollon Wealth Management, LLC
INCREASED3,7413,740+1+0%$2.3M$2.0M-$351.3K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED3,6473,286+361+11%$1.9M$1.9M+$74.6K2026-10-13
Global Financial Private Client, LLC
INCREASED3,1753,164+11+0%$2.0M$1.7M-$291.8K2026-10-15
Kestra Advisory Services, LLC
INCREASED3,1502,885+265+9%$1.8M$1.7M-$131.1K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED3,0623,307-245-7%$2.1M$1.6M-$440.9K2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED2,9402,937+3+0%$1.8M$1.6M-$275.2K2026-10-13
Fifth Third Securities, Inc.
INCREASED2,9102,894+16+1%$1.8M$1.5M-$263.8K2026-10-21
United Asset Strategies, Inc.
INCREASED2,4892,336+153+7%$1.5M$1.3M-$138.7K2026-10-28
Sovran Advisors, LLC
INCREASED2,4502,445+5+0%$1.2M$1.2M+$29.3K2026-11-02
Junk Investment Group, LLC
INCREASED2,3802,379+1+0%$1.5M$1.3M-$223.6K2026-10-19
Beacon Financial Advisory LLC
DECREASED2,3372,338-10%$1.5M$1.2M-$220.7K2026-10-16
Fifth Third Bancorp
INCREASED2,327509+1,818+357%$317.5K$1.2M+$915.0K2026-11-05
Kaizen Financial Strategies
INCREASED2,1402,040+100+5%$1.2M$1.1M-$82.5K2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED2,0562,076-20-1%$1.3M$1.1M-$205.9K2026-10-26
Ejmk Ventures LLC
DECREASED1,9651,971-60%$1.2M$1.0M-$188.6K2026-10-21
Intesa Sanpaolo Wealth Management
NEW1,900—+1,900——$1.0M—2026-10-28
Cambiar Investors LLC
NEW1,887—+1,887——$999.4K—2026-11-04
Independent Financial Group, LLC
DECREASED1,8662,922-1,056-36%$1.8M$988.3K-$834.2K2026-10-13
ATX Financial Planning, LLC
DECREASED1,8411,847-60%$1.2M$975.0K-$176.7K2026-10-14
AGP Franklin, LLC
UNCHANGED1,8151,81500%$1.1M$961.3K-$170.8K2026-11-04
Manchester Capital Management LLC
UNCHANGED1,7501,75000%$1.1M$926.8K-$164.6K2026-10-22
Patton Albertson Miller Group, LLC
DECREASED1,7441,752-80%$1.1M$923.7K-$169.1K2026-10-26
Farther Finance Advisors, LLC
INCREASED1,7311,522+209+14%$949.3K$916.8K-$32.5K2026-10-08
J. Safra Sarasin Holding AG
DECREASED1,6682,018-350-17%$1.3M$883.4K-$375.6K2026-10-26
SFI Advisors, LLC
DECREASED1,6631,734-71-4%$1.1M$880.8K-$200.7K2026-10-30
Biltmore Family Office, LLC
UNCHANGED1,6501,65000%$1.0M$873.9K-$155.2K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED1,5521,650-98-6%$1.0M$821.7K-$207.1K2026-10-23
Modera Wealth Management, LLC
DECREASED1,4591,465-60%$913.7K$772.7K-$141.0K2026-10-28
Blue Jean Financial LLC
NEW1,426—+1,426——$755.2K—2026-10-20
High Point Wealth Management, LLC
INCREASED1,4101,375+35+3%$857.4K$746.7K-$110.6K2026-11-05
Signature Equity Partners, LLC
DECREASED1,3771,389-12-1%$866.3K$729.3K-$137.0K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED1,3751,182+193+16%$737.2K$728.2K-$9.0K2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED1,319659+660+100%$411.2K$698.6K+$287.4K2026-11-03
Harbor Investment Advisory, LLC
DECREASED1,3021,352-50-4%$843.4K$689.7K-$153.7K2026-10-13
Bank of New York Mellon Corp
NEW1,269—+1,269——$672.4K—2026-11-05
Sonata Capital Group Inc
UNCHANGED1,2501,25000%$779.6K$662.0K-$117.6K2026-10-19
Chemung Canal Trust Co
DECREASED1,2481,493-245-16%$931.2K$661.0K-$270.2K2026-11-04
Wedbush Securities Inc
DECREASED1,2231,243-20-2%$775.0K$648-$774.4K2026-10-22
Guerra PAN Advisors, LLC
DECREASED1,1371,145-8-1%$714.1K$534.7K-$179.5K2026-10-26
Aspen Investment Management Inc
UNCHANGED1,0351,03500%$646$548-$982026-11-05
Belvedere Trading LLC
NEW1,030—+1,030——$545.5K—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED9931,007-14-1%$628.1K$525.9K-$102.2K2026-11-03
Oppenheimer & Co Inc
INCREASED985943+42+4%$588.1K$521.7K-$66.5K2026-10-26
Brookstone Capital Management
INCREASED959338+621+184%$210.8K$508.1K+$297.3K2026-10-22
Thrivent Financial for Lutherans
UNCHANGED95895800%$597.0K$507-$596.5K2026-11-05
Clearwave Capital, LLC
UNCHANGED95195100%$593.0K$503.7K-$89.4K2026-10-27
Flagship Harbor Advisors, LLC
INCREASED916901+15+2%$561.7K$484.9K-$76.8K2026-10-26
Juncture Wealth Strategies, LLC
INCREASED908886+22+2%$552.6K$480.9K-$71.7K2026-10-06
Jericho Financial, LLP
DECREASED905946-41-4%$589.7K$479.5K-$110.3K2026-10-13
World Equity Group, Inc.
UNCHANGED90090000%$561.3K$476.7K-$84.7K2026-10-14
Almanack Investment Partners, Llc.
DECREASED8613,393-2,532-75%$2.1M$456.0K-$1.7M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED855778+77+10%$485.5K$452.6K-$32.9K2026-11-05
Vicus Capital
DECREASED8269,005-8,179-91%$5.6M$437.3K-$5.2M2026-11-05
Sigma Investment Counselors Inc
UNCHANGED81781700%$509.3K$432.5K-$76.8K2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED776770+6+1%$480.0K$410.9K-$69.1K2026-10-16
Nfsg Corp
DECREASED739764-25-3%$476.6K$391.6K-$85.1K2026-10-15
Sound Income Strategies, LLC
DECREASED728804-76-9%$501.5K$384.5K-$116.9K2026-10-09
Fullerton Advisors, LLC
UNCHANGED70870800%$441.5K$375.0K-$66.5K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED704648+56+9%$404.2K$372.9K-$31.3K2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED695694+1+0%$433.0K$367.8K-$65.2K2026-10-19
Joel Isaacson & Co., LLC
UNCHANGED68068000%$423.8K$359.9K-$63.9K2026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED65865800%$410.4K$348.5K-$61.9K2026-10-23
McAdam, LLC
DECREASED620623-30%$388.4K$328.3K-$60.2K2026-10-21
Perigon Wealth Management, LLC
UNCHANGED61661600%$384.0K$326.1K-$57.9K2026-10-22
RFG Advisory, LLC
UNCHANGED61161100%$381.1K$323.6K-$57.5K2026-11-03
Secure Asset Management, LLC
INCREASED598399+199+50%$248.9K$316.9K+$67.9K2026-10-19
Brighton Jones LLC
DECREASED596658-62-9%$410.4K$315.7K-$94.7K2026-11-03
Bank of New Hampshire
UNCHANGED58358300%$363.6K$308.8K-$54.8K2026-10-06
Lebenthal Global Advisors, LLC
UNCHANGED57057000%$355.5K$301.9K-$53.6K2026-10-28
Parallel Advisors, LLC
INCREASED562502+60+12%$313.1K$297.5K-$15.6K2026-11-03
Principle Wealth Partners LLC
DECREASED560561-10%$349.7K$296.9K-$52.7K2026-11-02
North Star Investment Management Corp.
UNCHANGED55155100%$343.4K$291.7K-$51.7K2026-10-27
Lionshead Wealth Management, LLC
UNCHANGED54054000%$336.8K$286.0K-$50.8K2026-10-21
Park Avenue Securities LLC
INCREASED526332+194+58%$207.0K$279-$206.7K2026-10-26
B. Riley Wealth Advisors, Inc.
NEW520—+520——$275.4K—2026-10-13
Legacy Advisors, LLC
INCREASED504500+4+1%$311.9K$266.9K-$44.9K2026-10-19
Spring Capital Management, LLC
UNCHANGED49649600%$309.4K$262.7K-$46.7K2026-10-09
Vise Technologies, Inc.
NEW487—+487——$257.9K—2026-10-29
MacKenzie Financial Corp
UNCHANGED46046000%$286.9K$243.6K-$43.3K2026-11-02
Venture Visionary Partners LLC
DECREASED456482-26-5%$300.8K$241.6K-$59.2K2026-10-07
Larson Financial Group LLC
INCREASED4522+450+22500%$1.3K$239.4K+$238.1K2026-11-05
D.A. Davidson & Co.
NEW437—+437——$231.4K—2026-10-28
Choreo, LLC
INCREASED436331+105+32%$206.6K$231.1K+$24.5K2026-10-28
Golden State Wealth Management, LLC
DECREASED435450-15-3%$281.1K$230.8K-$50.3K2026-11-02
Brandywine OAK Private Wealth LLC
NEW426—+426——$225.3K—2026-10-23
FAI Advisors, Inc.
UNCHANGED41241200%$257.0K$218.2K-$38.8K2026-10-27
Wespac Advisors, LLC
UNCHANGED40640600%$253.2K$215.0K-$38.2K2026-10-26
Saxony Capital Management, LLC
INCREASED404333+71+21%$207.8K$213.9K+$6.1K2026-10-15
Advisory Advocates, LLC
INCREASED402400+2+1%$249.5K$212.9K-$36.6K2026-11-05
Dagco, Inc.
UNCHANGED40040000%$249.5K$211.8K-$37.6K2026-10-20
Bullock Wealth Management Group
UNCHANGED33933900%$202.1K$181.7K-$20.4K2026-10-09
Lanark Financial, Inc.
DECREASED330352-22-6%$219.8K$174.6K-$45.3K2026-10-26
Acropolis Investment Management, LLC
UNCHANGED32532500%$202.7K$172.1K-$30.6K2026-10-08
IFP Advisors, Inc
DECREASED307541-234-43%$337.4K$162.6K-$174.8K2026-10-16
Jacobi Capital Management LLC
NEW278—+278——$147.3K—2026-11-05
Spire Wealth Management
DECREASED244291-47-16%$181.4K$129.5K-$52.0K2026-10-30
Assetmark, Inc
DECREASED232283-51-18%$176.5K$122.9K-$53.6K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED22080+140+175%$49.9K$116.5K+$66.6K2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED19219200%$119.8K$101.7K-$18.1K2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED12912900%$80.5K$68.3K-$12.1K2026-11-04
Vision Financial Markets LLC
UNCHANGED11711700%$69.5K$62.4K-$7.1K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED10510500%$65.7K$55.8K-$9.9K2026-10-23
Simplex Trading, LLC
DECREASED97844-747-89%$526.4K$51.4K-$475.0K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED979700%$60.5K$51.4K-$9.1K2026-10-21
Align Financial, LLC
UNCHANGED909000%$56.1K$47.7K-$8.5K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED888800%$55.1K$46.8K-$8.3K2026-10-20
Evolution Wealth Management Inc.
NEW80—+80——$42.4K—2026-10-28
Lodestone Wealth Management LLC
NEW75—+75——$39.7K—2026-10-14
TD Waterhouse Canada Inc.
INCREASED6550+15+30%$29.8K$34.8K+$5.0K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED6348+15+31%$29.9K$33.4K+$3.4K2026-11-04
Kingdom Financial Group Llc.
INCREASED6357+6+11%$35.4K$33.2K-$2.2K2026-11-04
Pacific Center for Financial Services
UNCHANGED616100%$38.1K$32.3K-$5.7K2026-10-15
Meriwether Wealth & Planning, LLC
NEW50—+50——$26.5K—2026-10-13
Root Financial Partners, LLC
NEW50—+50——$26.5K—2026-10-21
Parkside Financial Bank & Trust
UNCHANGED484800%$29.9K$25.4K-$4.5K2026-10-27
US Bancorp \de\
UNCHANGED474700%$29.3K$24.9K-$4.4K2026-11-05
Latitude Advisors, LLC
NEW43—+43——$22.8K—2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED414100%$25.6K$21.7K-$3.9K2026-10-09
Creative Financial Designs Inc
UNCHANGED353500%$21.9K$18.6K-$3.3K2026-11-04
Rossby Financial, LCC
NEW34—+34——$18.0K—2026-11-05
Heritage Family Offices, LLP
NEW33—+33——$17.5K—2026-11-02
Private Trust Co NA
DECREASED31150-119-79%$93.6K$16.6K-$77.0K2026-10-20
Silver Grove Financial Group, Inc.
NEW30—+30——$15.9K—2026-11-05
Downshift Financial, LLC
UNCHANGED303000%$18.7K$15.9K-$2.8K2026-10-13
Cullen T Bankers, Inc.
UNCHANGED303000%$18.7K$15.9K-$2.8K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED292900%$18.0K$15-$18.0K2026-10-16
Financial Consulate, Inc
UNCHANGED252500%$15.6K$13.2K-$2.4K2026-10-23
Go Invest LLC
INCREASED2422+2+9%$13.9K$12.7K-$1.2K2026-10-09
Markowski Investments
NEW20—+20——$10.6K—2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED151500%$9.4K$8.0K-$1.4K2026-10-23
Laurel Wealth Advisors LLC
NEW10—+10——$5.3K—2026-10-27
Blue Trust, Inc.
NEW9—+9——$4.8K—2026-10-15
RHL Group, LLC
UNCHANGED9900%$5.6K$4.6K-$1.0K2026-11-04
Vima LLC
UNCHANGED7700%$4.4K$3.7K-$6592026-10-23
Bulwark Capital Corp
UNCHANGED6600%$3.7K$3.2K-$5642026-10-13
Central Pacific Bank - Trust Division
UNCHANGED6600%$3.7K$3.2K-$5642026-10-06
Gamma Investing LLC
UNCHANGED3300%$1.9K$1.6K-$2822026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$1.2K$1.1K-$1882026-10-23
Signature Resources Capital Management, LLC
NEW1—+1——$530—2026-10-16
Prairie Wealth Advisors, Inc.
NEW0—0——$224.6K—2026-10-29
SMI Advisory Services, LLC
CLOSED036,067-36,067-100%$20.6M$0-$20.6M2026-10-13
Compound Planning, Inc.
CLOSED01,796-1,796-100%$1.1M$0-$1.1M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED0923-923-100%$575.7K$0-$575.7K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0624-624-100%$389.2K$0-$389.2K2026-10-14
HBW Advisory Services LLC
CLOSED0509-509-100%$317.5K$0-$317.5K2026-10-15
Integrity Alliance, Llc.
CLOSED0492-492-100%$306.9K$0-$306.9K2026-10-29
XML Financial, LLC
CLOSED0418-418-100%$261.0K$0-$261.0K2026-10-29
StoneX Group Inc.
CLOSED0416-416-100%$219.3K$0-$219.3K2026-11-03
International Assets Investment Management, LLC
CLOSED0408-408-100%$243.3K$0-$243.3K2026-11-02
Sigma Planning Corp
CLOSED0387-387-100%$241.4K$0-$241.4K2026-10-23
NTV Asset Management LLC
CLOSED0370-370-100%$230.8K$0-$230.8K2026-10-23
SteelPeak Wealth, LLC
CLOSED0368-368-100%$229.5K$0-$229.5K2026-10-16
American State Bank (Iowa)
CLOSED0358-358-100%$223.3K$0-$223.3K2026-11-03
Grove Street Fiduciary, LLC
CLOSED0350-350-100%$218.3K$0-$218.3K2026-10-13
VestGen Advisors, LLC
CLOSED0350-350-100%$218.3K$0-$218.3K2026-10-27
Simplicity Wealth,LLC
CLOSED0333-333-100%$207.7K$0-$207.7K2026-10-23
Gill Capital Partners, LLC
CLOSED038-38-100%$23.7K$0-$23.7K2026-10-13
Hilton Head Capital Partners, LLC
CLOSED013-13-100%$8.1K$0-$8.1K2026-10-23
LPL Financial LLC
N/A—215,971-215,971-100%$134.7M———
Morgan Stanley
N/A—199,207-199,207-100%$124.2M———
Wells Fargo & Company
N/A—96,798-96,798-100%$60.4M———
Bank of America Corp
N/A—75,343-75,343-100%$47.0M———
PNC Financial Services Group, Inc.
N/A—71,774-71,774-100%$44.8M———
Goldman Sachs Group Inc
N/A—61,463-61,463-100%$38.3M———
Raymond James Financial Inc
N/A—55,848-55,848-100%$34.8M———
Two Sigma Investments, LP
N/A—48,640-48,640-100%$30.3M———
UBS Group AG
N/A—43,244-43,244-100%$27.0M———
Osaic Holdings, Inc.
N/A—37,649-37,649-100%$23.5M———
Kingsview Wealth Management, LLC
N/A—33,205-33,205-100%$20.7M———
D. E. Shaw & Co., Inc.
N/A—31,152-31,152-100%$19.4M———
Beacon Pointe Advisors, LLC
N/A—31,016-31,016-100%$19.3M———
Cetera Investment Advisers
N/A—26,169-26,169-100%$16.3M———
BNP Paribas Financial Markets
N/A—25,345-25,345-100%$15.8M———
Janney Montgomery Scott LLC
N/A—23,222-23,222-100%$14.5M———
Ameriprise Financial Inc
N/A—21,512-21,512-100%$13.4M———
MML Investors Services, LLC
N/A—19,654-19,654-100%$12.3M———
Stifel Financial Corp
N/A—19,562-19,562-100%$12.2M———
Envestnet Asset Management Inc
N/A—18,220-18,220-100%$11.4M———
CacheTech Inc.
N/A—17,713-17,713-100%$11.0M———
Adams Wealth Management
N/A—16,822-16,822-100%$10.5M———
Royal Bank of Canada
N/A—16,676-16,676-100%$10.4M———
Warner Group LLC
N/A—15,678-15,678-100%$9.8M———
Susquehanna International Group, LLP
N/A—15,249-15,249-100%$9.5M———
HighTower Advisors, LLC
N/A—14,290-14,290-100%$8.9M———
Members Advisory Group LLC
N/A—11,786-11,786-100%$7.4M———
Money Concepts Capital Corp
N/A—10,501-10,501-100%$6.5M———
Tower Research Capital LLC (TRC)
N/A—9,067-9,067-100%$5.7M———
Jones Financial Companies Lllp
N/A—8,732-8,732-100%$5.0M———
Game Plan Financial Advisors, LLC
N/A—8,398-8,398-100%$5.2M———
Mariner, LLC
N/A—7,358-7,358-100%$4.6M———
Cerity Partners LLC
N/A—6,954-6,954-100%$4.3M———
Jane Street Group, LLC
N/A—6,728-6,728-100%$4.2M———
American Trust Investment Advisors, LLC
N/A—6,379-6,379-100%$4.0M———
Harbor Advisory Corp
N/A—6,375-6,375-100%$4.0M———
Flow Traders U.S. LLC
N/A—6,298-6,298-100%$3.9M———
Private Advisor Group, LLC
N/A—5,525-5,525-100%$3.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,510-5,510-100%$3.4M———
Northwestern Mutual Wealth Management Co
N/A—4,196-4,196-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—3,545-3,545-100%$2.2M———
&partners
N/A—3,524-3,524-100%$2.2M———
Focus Partners Wealth
N/A—3,513-3,513-100%$2.2M———
EP Wealth Advisors, LLC
N/A—3,508-3,508-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—3,354-3,354-100%$2.1M———
One Capital Management, LLC
N/A—3,126-3,126-100%$1.0M———
Merit Financial Group, LLC
N/A—3,106-3,106-100%$1.9M———
World Investment Advisors
N/A—3,099-3,099-100%$1.5M———
AQR Capital Management LLC
N/A—3,026-3,026-100%$1.9M———
Conservest Capital Advisors, Inc.
N/A—2,920-2,920-100%$1.8M———
Keystone Financial Group
N/A—2,746-2,746-100%$1.7M———
Sanctuary Advisors, LLC
N/A—2,652-2,652-100%$1.7M———
Rathbones Group PLC
N/A—2,568-2,568-100%$1.6M———
IHT Wealth Management, LLC
N/A—2,559-2,559-100%$1.6M———
Bawa N Mallick Trust
N/A—2,510-2,510-100%$1.6M———
JPMorgan Chase & Co
N/A—2,479-2,479-100%$1.5M———
BFC Planning, Inc.
N/A—2,469-2,469-100%$1.5M———
Blair William & Co
N/A—2,427-2,427-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—2,354-2,354-100%$1.5M———
M3 Advisory Group, LLC
N/A—2,028-2,028-100%$1.3M———
Rasp Wealth Solutions, LLC
N/A—2,014-2,014-100%$1.3M———
Peapack Gladstone Financial Corp
N/A—2,000-2,000-100%$1.2M———
Tradewinds, Llc.
N/A—1,800-1,800-100%$1.1M———
SOA Wealth Advisors, Llc.
N/A—1,751-1,751-100%$1.1M———
Quantinno Capital Management LP
N/A—1,656-1,656-100%$1.0M———
Benjamin Edwards Inc
N/A—1,645-1,645-100%$1.0M———
FMR LLC
N/A—1,553-1,553-100%$968.4K———
Keating Financial Advisory Services, Inc.
N/A—1,530-1,530-100%$954.3K———
HighPoint Advisor Group LLC
N/A—1,447-1,447-100%$902.7K———
Centaurus Financial, Inc.
N/A—1,375-1,375-100%$857.0K———
Stonebridge Financial Planning Group, LLC
N/A—1,315-1,315-100%$820.4K———
Wealthspire Advisors, LLC
N/A—1,309-1,309-100%$816.6K———
Mercer Global Advisors Inc
N/A—1,304-1,304-100%$813.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,226-1,226-100%$764.7K———
Ruggiero Investments, Inc.
N/A—1,219-1,219-100%$760.3K———
Concentrum Wealth Management
N/A—1,130-1,130-100%$705.0K———
Equitable Holdings, Inc.
N/A—1,120-1,120-100%$698.6K———
Safe Harbor Fiduciary, LLC
N/A—1,097-1,097-100%$684.2K———
NewEdge Advisors, LLC
N/A—1,097-1,097-100%$684.3K———
Compass Capital Corp
N/A—1,082-1,082-100%$577.5K———
Integrated Wealth Concepts LLC
N/A—1,080-1,080-100%$673.7K———
Stephens Inc
N/A—1,075-1,075-100%$670.5K———
Advisory Services Network, LLC
N/A—1,029-1,029-100%$641.8K———
Hanover Advisors Inc
N/A—1,019-1,019-100%$635.6K———
Cresset Asset Management, LLC
N/A—995-995-100%$620.6K———
Coastal Bridge Advisors, LLC
N/A—991-991-100%$618.1K———
Flputnam Investment Management Co
N/A—976-976-100%$608.9K———
XTX Topco Ltd
N/A—965-965-100%$601.9K———
Northern Trust Corp
N/A—922-922-100%$575.1K———
Kovack Advisors, Inc.
N/A—904-904-100%$538.7K———
Gateway Wealth Partners, LLC
N/A—897-897-100%$559.5K———
Ethos Financial Group, LLC
N/A—871-871-100%$391.4K———
PSI Advisors, LLC
N/A—838-838-100%$522.4K———
Argent Trust Co
N/A—800-800-100%$499.0K———
Zacks Investment Management
N/A—745-745-100%$465.2K———
AE Wealth Management LLC
N/A—741-741-100%$462.4K———
Azimuth Capital Investment Management LLC
N/A—680-680-100%$424.1K———
Moneta Group Investment Advisors LLC
N/A—660-660-100%$411.8K———
Pinnacle Financial Partners, Inc.
N/A—645-645-100%$402.4K———
Kintra Wealth, LLC
N/A—618-618-100%$330.9K———
Harbour Investments, Inc.
N/A—567-567-100%$353.6K———
RFP Financial Group LLC
N/A—565-565-100%$352.1K———
Wood Tarver Financial Group, LLC
N/A—539-539-100%$336.0K———
McNamara Financial Services, Inc.
N/A—535-535-100%$333.7K———
Arax Advisory Partners
N/A—502-502-100%$313.1K———
PCG Wealth Advisors, LLC
N/A—482-482-100%$300.5K———
Russell Investments Group, Ltd.
N/A—472-472-100%$294.4K———
Global Retirement Partners, LLC
N/A—455-455-100%$283.8K———
GWN Securities Inc.
N/A—453-453-100%$282.2K———
GTS Securities LLC
N/A—448-448-100%$279.4K———
Great Valley Advisor Group, Inc.
N/A—444-444-100%$277.3K———
Huntington National Bank
N/A—443-443-100%$276.3K———
Hollencrest Capital Management
N/A—433-433-100%$270.1K———
Collier Financial
N/A—404-404-100%$251.7K———
Miller Capital Partners, Inc.
N/A—399-399-100%$248.9K———
Bogart Wealth, LLC
N/A—397-397-100%$247.7K———
Waterloo Capital, L.P.
N/A—376-376-100%$234.5K———
Waverly Advisors, LLC
N/A—361-361-100%$225.2K———
Two Sigma Securities, LLC
N/A—346-346-100%$215.8K———
Snowden Capital Advisors LLC
N/A—342-342-100%$213.4K———
Sequoia Financial Advisors, LLC
N/A—340-340-100%$212.1K———
Arkadios Wealth Advisors
N/A—330-330-100%$206.1K———
Tradition Wealth Management, LLC
N/A—322-322-100%$200.8K———
Franklin Resources Inc
N/A—320-320-100%$199.6K———
Ancora Advisors LLCA
N/A—300-300-100%$187.1K———
Barclays PLC
N/A—250-250-100%$155.9K———
Ameritas Advisory Services, LLC
N/A—190-190-100%$118.5K———
Geneos Wealth Management Inc.
N/A—188-188-100%$117.3K———
National Bank of Canada
N/A—166-166-100%$103.4K———
BlackRock, Inc.
N/A—159-159-100%$99.2K———
Glenmede Trust Co NA
N/A—101-101-100%$63.0K———
Rice Partnership, LLC
N/A—90-90-100%$56.1K———
Copia Wealth Management
N/A—90-90-100%$56.1K———
Consultiva Wealth Management, Corp.
N/A—83-83-100%$51.8K———
IFG Advisory, LLC
N/A—82-82-100%$51.1K———
Bank of Montreal
N/A—59-59-100%$36.8K———
Allworth Financial LP
N/A—51-51-100%$31.8K———
Crews Bank & Trust
N/A—50-50-100%$31.2K———
Federation des caisses Desjardins du Quebec
N/A—47-47-100%$29.3K———
Fiduciary Financial Advisors
N/A—45-45-100%$28.1K———
Founders Financial Alliance, LLC
N/A—44-44-100%$27.4K———
Tidemark, LLC
N/A—34-34-100%$21.2K———
Aptus Capital Advisors, LLC
N/A—30-30-100%$18.7K———
Clearstead Advisors, LLC
N/A—25-25-100%$15.6K———
Swan Capital LLC
N/A—15-15-100%$9.6K———
Providence Capital Advisors, LLC
N/A—5-5-100%$2.9K———
Showing 334 of 334 institutions