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SS Spdr BB ST HI Yield ETF (SJNK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,950,366 from 6,818,664
Change+131,702 (+2%)
Value$168.5M (-$2.1M)
Filed 2026-10-29
RMG Wealth Management LLC
INCREASED
Shares3,731,090 from 3,534,764
Change+196,326 (+6%)
Value$90.0M (+$2.1M)
Filed 2026-10-26
iA Global Asset Management Inc.
DECREASED
Shares3,183,018 from 4,128,505
Change-945,487 (-23%)
Value$77.2K (-$103.3M)
Filed 2026-10-29
Berkshire Money Management, Inc.
INCREASED
Shares1,712,499 from 1,681,386
Change+31,113 (+2%)
Value$41.5M (-$557.0K)
Filed 2026-10-21
Sigma Investment Counselors Inc
DECREASED
Shares1,664,109 from 1,681,734
Change-17,625 (-1%)
Value$40.4M (-$1.7M)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares1,474,733 from 1,293,105
Change+181,628 (+14%)
Value$35.8M (+$3.4M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,352,352 from 1,314,467
Change+37,885 (+3%)
Value$32.8M (-$106.6K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares1,229,755 from 1,306,005
Change-76,250 (-6%)
Value$29.6K (-$32.5M)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares1,102,292 from 1,106,976
Change-4,684 (0%)
Value$26.7M (-$977.0K)
Filed 2026-10-26
Essex LLC
DECREASED
Shares974,585 from 1,006,633
Change-32,048 (-3%)
Value$23.6M (-$1.6M)
Filed 2026-10-14
Employees' Retirement Fund of the City of Fort Worth
INCREASED
Shares893,800 from 693,800
Change+200,000 (+29%)
Value$21.7M (+$4.3M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares881,634 from 872,767
Change+8,867 (+1%)
Value$21.4M (-$465.7K)
Filed 2026-11-05
Curran Financial Partners, LLC
INCREASED
Shares876,563 from 771,545
Change+105,018 (+14%)
Value$21.3M (+$1.9M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares868,026 from 869,306
Change-1,280 (0%)
Value$21.0M (-$635.2K)
Filed 2026-11-04
Howard Financial Services, Ltd.
INCREASED
Shares738,007 from 652,652
Change+85,355 (+13%)
Value$17.9M (+$1.6M)
Filed 2026-10-15
Matthew Goff Investment Advisor, LLC
NEW
Shares629,709
Change+629,709
Value$15.3M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares566,691 from 539,711
Change+26,980 (+5%)
Value$13.7M (+$233.3K)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares565,000 from 300,000
Change+265,000 (+88%)
Value$13.7M (+$6.2M)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares547,377 from 567,584
Change-20,207 (-4%)
Value$13.3K (-$14.2M)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares515,219 from 463,569
Change+51,650 (+11%)
Value$12.5M (+$890.9K)
Filed 2026-10-30
Angeles Investment Advisors, LLC
NEW
Shares486,820
Change+486,820
Value$11.8M
Filed 2026-10-22
WT Wealth Management
INCREASED
Shares463,977 from 70,609
Change+393,368 (+557%)
Value$11.3M (+$9.5M)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
INCREASED
Shares431,992 from 348,842
Change+83,150 (+24%)
Value$10.5M (+$1.7M)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
DECREASED
Shares407,337 from 459,497
Change-52,160 (-11%)
Value$9.8M (-$1.6M)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares396,680 from 396,680
Change0 (0%)
Value$9.6M (-$293.5K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares395,640 from 362,573
Change+33,067 (+9%)
Value$9.6M (+$519.1K)
Filed 2026-10-29
Caldwell Trust Co
INCREASED
Shares394,241 from 368,607
Change+25,634 (+7%)
Value$9.6M (+$334.1K)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED
Shares381,059 from 390,591
Change-9,532 (-2%)
Value$9.2M (-$535.8K)
Filed 2026-11-03
Sterling Manor Financial, LLC
NEW
Shares374,878
Change+374,878
Value$9.1M
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares360,360 from 334,635
Change+25,725 (+8%)
Value$8.7M (+$362.8K)
Filed 2026-10-19
Ironwood Wealth Management, Inc.
INCREASED
Shares356,649 from 354,250
Change+2,399 (+1%)
Value$8.6M (-$207.7K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares347,961 from 331,875
Change+16,086 (+5%)
Value$8.4K (-$8.3M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares333,192 from 2,446,024
Change-2,112,832 (-86%)
Value$8.1M (-$53.1M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
INCREASED
Shares327,738 from 298,963
Change+28,775 (+10%)
Value$7.9M (+$464.6K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares314,270 from 333,266
Change-18,996 (-6%)
Value$7.6M (-$720.6K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
NEW
Shares310,370
Change+310,370
Value$7.5M
Filed 2026-10-09
Global Assets Advisory, LLC
INCREASED
Shares308,151 from 289,753
Change+18,398 (+6%)
Value$7.4M (+$218.5K)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares308,131 from 360,371
Change-52,240 (-14%)
Value$7.5M (-$1.5M)
Filed 2026-10-28
Missouri Trust & Investment Co
INCREASED
Shares287,493 from 256,793
Change+30,700 (+12%)
Value$7.0M (+$590.4K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares280,958 from 300,650
Change-19,692 (-7%)
Value$7.0M (-$506.9K)
Filed 2026-11-02
Moulton Wealth Management, Inc
INCREASED
Shares263,969 from 245,850
Change+18,119 (+7%)
Value$6.4M (+$250.4K)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
INCREASED
Shares235,582 from 225,384
Change+10,198 (+5%)
Value$5.7M (+$71.5K)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares231,250 from 241,592
Change-10,342 (-4%)
Value$5.6M (-$439.2K)
Filed 2026-10-21
Sound Income Strategies, LLC
INCREASED
Shares227,665 from 226,997
Change+668 (+0%)
Value$5.5M (-$176.8K)
Filed 2026-10-09
Echo45 Advisors LLC
INCREASED
Shares213,267 from 207,676
Change+5,591 (+3%)
Value$5.2M (-$26.4K)
Filed 2026-10-07
Benchmark Financial, LLC
INCREASED
Shares208,470 from 198,189
Change+10,281 (+5%)
Value$5.1M (+$94.7K)
Filed 2026-10-16
First Security Investment Management, Inc.
DECREASED
Shares206,228 from 271,280
Change-65,052 (-24%)
Value$5.0M (-$1.8M)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares203,080 from 199,772
Change+3,308 (+2%)
Value$4.9M (-$75.6K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares194,716 from 197,365
Change-2,649 (-1%)
Value$4.7M (-$218.2K)
Filed 2026-11-02
Adell Harriman & Carpenter Inc
INCREASED
Shares183,117 from 174,887
Change+8,230 (+5%)
Value$4.4M (+$63.2K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares181,619 from 163,747
Change+17,872 (+11%)
Value$4.4M (+$305.7K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares179,141 from 143,075
Change+36,066 (+25%)
Value$4.3K (-$3.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares169,709 from 165,305
Change+4,404 (+3%)
Value$4.1M (-$22.1K)
Filed 2026-11-02
First National Trust Co
UNCHANGED
Shares163,571 from 163,571
Change0 (0%)
Value$4.0M (-$127.6K)
Filed 2026-10-28
BayBridge Capital Group, LLC
DECREASED
Shares154,943 from 196,703
Change-41,760 (-21%)
Value$3.8M (-$1.2M)
Filed 2026-10-13
KG Capital Management
INCREASED
Shares146,432 from 98,996
Change+47,436 (+48%)
Value$3.6M (+$1.1M)
Filed 2026-10-15
LightSquare Wealth Management, LLC
INCREASED
Shares145,807 from 128,164
Change+17,643 (+14%)
Value$3.5M (+$327.9K)
Filed 2026-11-03
Great Diamond Partners, LLC
INCREASED
Shares141,693 from 133,807
Change+7,886 (+6%)
Value$3.4M (+$86.9K)
Filed 2026-10-13
Lionshead Wealth Management, LLC
DECREASED
Shares134,621 from 142,195
Change-7,574 (-5%)
Value$3.3M (-$294.6K)
Filed 2026-10-21
Altus Wealth Management, LLC
INCREASED
Shares134,395 from 127,452
Change+6,943 (+5%)
Value$3.3M (+$69.0K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares122,412 from 358,418
Change-236,006 (-66%)
Value$3.0M (-$6.0M)
Filed 2026-10-13
Williams Financial, LLC
INCREASED
Shares120,645 from 116,799
Change+3,846 (+3%)
Value$2.9M (+$2.1K)
Filed 2026-10-19
Financial Partners Group, Inc
DECREASED
Shares114,956 from 241,585
Change-126,629 (-52%)
Value$2.8M (-$3.3M)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares114,677 from 108,384
Change+6,293 (+6%)
Value$2.8M (+$68.1K)
Filed 2026-10-13
Horizon Wealth Management, LLC
INCREASED
Shares112,841 from 40,718
Change+72,123 (+177%)
Value$2.7M (+$1.7M)
Filed 2026-11-02
Axos Invest Inc.
DECREASED
Shares110,474 from 112,883
Change-2,409 (-2%)
Value$2.7M (-$146.5K)
Filed 2026-10-21
Mezzasalma Advisors, LLC
DECREASED
Shares103,306 from 233,377
Change-130,071 (-56%)
Value$2.5M (-$3.3M)
Filed 2026-10-14
Sage Investment Advisers LLC
INCREASED
Shares99,172 from 94,883
Change+4,289 (+5%)
Value$2.4M (+$30.0K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares90,219 from 109,547
Change-19,328 (-18%)
Value$2.2M (-$554.1K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares76,754 from 68,542
Change+8,212 (+12%)
Value$1.9M (+$145.7K)
Filed 2026-10-05
Diversify Advisory Services, LLC
DECREASED
Shares72,057 from 74,627
Change-2,570 (-3%)
Value$1.7M (-$110.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares72,057 from 74,627
Change-2,570 (-3%)
Value$1.7M (-$110.6K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares69,996 from 70,008
Change-12 (0%)
Value$1.7M (-$54.9K)
Filed 2026-10-16
AMG National Trust Bank
INCREASED
Shares68,083 from 58,707
Change+9,376 (+16%)
Value$1.7M (+$181.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares66,708 from 50,434
Change+16,274 (+32%)
Value$1.6M (+$355.3K)
Filed 2026-10-08
Horizon Financial Services, LLC
DECREASED
Shares66,379 from 73,699
Change-7,320 (-10%)
Value$1.6M (-$235.0K)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares65,573 from 66,028
Change-455 (-1%)
Value$1.6M (-$62.5K)
Filed 2026-10-28
Sapient Capital LLC
UNCHANGED
Shares63,475 from 63,475
Change0 (0%)
Value$1.5M (-$49.5K)
Filed 2026-10-08
Private Wealth Group, LLC
INCREASED
Shares62,448 from 61,454
Change+994 (+2%)
Value$1.5M (-$23.8K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares58,528 from 62,398
Change-3,870 (-6%)
Value$1.4M (-$142.5K)
Filed 2026-10-23
Hobart Private Capital, LLC
INCREASED
Shares53,976 from 53,213
Change+763 (+1%)
Value$1.3M (-$23.0K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
DECREASED
Shares53,461 from 135,506
Change-82,045 (-61%)
Value$1.3M (-$2.1M)
Filed 2026-11-03
Cane Capital Partners, LLC
INCREASED
Shares53,204 from 45,199
Change+8,005 (+18%)
Value$1.3M (+$158.9K)
Filed 2026-10-23
Howard Wealth Management, LLC
DECREASED
Shares49,730 from 50,064
Change-334 (-1%)
Value$1.2M (-$47.1K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares47,731 from 73,971
Change-26,240 (-35%)
Value$1.2M (-$694.0K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
INCREASED
Shares44,575 from 43,704
Change+871 (+2%)
Value$1.1M (-$13.0K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares42,820 from 25,861
Change+16,959 (+66%)
Value$1.0M (+$390.8K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares41,802 from 37,523
Change+4,279 (+11%)
Value$1.0M (+$74.5K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares38,696 from 41,247
Change-2,551 (-6%)
Value$938.6K (-$93.2K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares38,414 from 45,588
Change-7,174 (-16%)
Value$931.5K (-$209.5K)
Filed 2026-10-22
Midwest Trust Co
UNCHANGED
Shares37,420 from 37,420
Change0 (0%)
Value$907.4K (-$29.2K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares36,090 from 38,974
Change-2,884 (-7%)
Value$875.2K (-$100.4K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$848.8K (-$27.3K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares34,871 from 34,471
Change+400 (+1%)
Value$846 (-$17)
Filed 2026-10-27
FinArc Investments, Inc.
INCREASED
Shares34,254 from 29,184
Change+5,070 (+17%)
Value$830.7K (+$100.2K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares33,900 from 30,895
Change+3,005 (+10%)
Value$817 (-$772.2K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares32,936 from 47,536
Change-14,600 (-31%)
Value$798.7K (-$391.1K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares28,830 from 21,315
Change+7,515 (+35%)
Value$699.1K (+$165.6K)
Filed 2026-10-21
Prosperity Planning, Inc.
NEW
Shares28,797
Change+28,797
Value$698.3K
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares28,073 from 37,580
Change-9,507 (-25%)
Value$680.8K (-$259.9K)
Filed 2026-10-28
Rockland Trust Co
DECREASED
Shares27,091 from 31,471
Change-4,380 (-14%)
Value$657.0K (-$130.8K)
Filed 2026-10-05
Opulen Financial Group LLC
DECREASED
Shares26,785 from 30,566
Change-3,781 (-12%)
Value$649.5K (-$115.5K)
Filed 2026-10-22
Virtue Capital Management, LLC
NEW
Shares26,020
Change+26,020
Value$631.0K
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares25,434 from 29,200
Change-3,766 (-13%)
Value$616.8K (-$111.2K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares24,746 from 22,389
Change+2,357 (+11%)
Value$600.1K (+$39.7K)
Filed 2026-10-09
D'Orazio & Associates, Inc.
UNCHANGED
Shares24,390 from 24,390
Change0 (0%)
Value$591.5K (-$19.0K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares23,184 from 21,617
Change+1,567 (+7%)
Value$562.2K (+$21.1K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares23,024 from 14,535
Change+8,489 (+58%)
Value$558.3K (+$194.5K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED
Shares22,975 from 22,975
Change0 (0%)
Value$557.2K (-$17.9K)
Filed 2026-10-08
TrueWealth Advisors, LLC
DECREASED
Shares21,837 from 25,005
Change-3,168 (-13%)
Value$529.6K (-$96.3K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
INCREASED
Shares21,736 from 15,799
Change+5,937 (+38%)
Value$527.1K (+$131.6K)
Filed 2026-10-14
APS Management Group, Inc.
DECREASED
Shares21,168 from 41,911
Change-20,743 (-49%)
Value$513.3K (-$535.7K)
Filed 2026-10-14
Roman Butler Fullerton & Co
DECREASED
Shares19,635 from 22,461
Change-2,826 (-13%)
Value$472.4K (-$86.4K)
Filed 2026-10-27
QP Wealth Management, LLC
INCREASED
Shares19,519 from 19,084
Change+435 (+2%)
Value$473.3K (-$4.3K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares18,754 from 16,769
Change+1,985 (+12%)
Value$454.8K (+$35.1K)
Filed 2026-10-26
Surience Private Wealth LLC
NEW
Shares18,690
Change+18,690
Value$453.2K
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares17,644 from 17,642
Change+2 (+0%)
Value$427.9K (-$13.7K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares16,879 from 116,057
Change-99,178 (-85%)
Value$409.3K (-$2.5M)
Filed 2026-10-19
Sage Financial Group Inc
INCREASED
Shares15,776 from 15,753
Change+23 (+0%)
Value$382.6K (-$11.7K)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares15,274 from 15,274
Change0 (0%)
Value$370.4K (-$11.9K)
Filed 2026-10-26
Courier Capital LLC
DECREASED
Shares14,969 from 17,276
Change-2,307 (-13%)
Value$363.0K (-$69.4K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares14,608 from 14,608
Change0 (0%)
Value$354.2K (-$11.4K)
Filed 2026-11-02
Narus Financial Partners, LLC
DECREASED
Shares14,384 from 30,474
Change-16,090 (-53%)
Value$348.8K (-$414.0K)
Filed 2026-10-19
Endowment Wealth Management, Inc.
INCREASED
Shares14,187 from 10,641
Change+3,546 (+33%)
Value$344.0K (+$77.7K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares13,323 from 11,416
Change+1,907 (+17%)
Value$322.4K (+$37.6K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares12,879 from 13,051
Change-172 (-1%)
Value$312.3K (-$14.4K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares12,709 from 9,607
Change+3,102 (+32%)
Value$308.2K (+$67.7K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares11,457 from 11,457
Change0 (0%)
Value$277.8K (-$8.9K)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares11,089 from 8,859
Change+2,230 (+25%)
Value$268.9K (+$47.1K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW
Shares10,925
Change+10,925
Value$264.9K
Filed 2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED
Shares10,460 from 10,460
Change0 (0%)
Value$253.7K (-$8.2K)
Filed 2026-10-21
Swmg, LLC
NEW
Shares10,341
Change+10,341
Value$249.1K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares10,309 from 26
Change+10,283 (+39550%)
Value$250.0K (+$249.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares10,044 from 9,428
Change+616 (+7%)
Value$243.6K (+$7.6K)
Filed 2026-10-23
Eagle Strategies LLC
INCREASED
Shares10,028 from 10,026
Change+2 (+0%)
Value$243.2K (-$7.8K)
Filed 2026-10-16
HMS Capital Management, LLC
NEW
Shares10,000
Change+10,000
Value$242.5K
Filed 2026-10-20
Regatta Capital Group, LLC
NEW
Shares9,002
Change+9,002
Value$218.3K
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares8,980 from 9,239
Change-259 (-3%)
Value$218.3K (-$12.9K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares8,401 from 44,348
Change-35,947 (-81%)
Value$203.7K (-$906.3K)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares8,363 from 14,656
Change-6,293 (-43%)
Value$202.8K (-$164.0K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares8,350 from 12,953
Change-4,603 (-36%)
Value$202.5K (-$121.7K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares8,308
Change+8,308
Value$201.5K
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares7,279 from 3,920
Change+3,359 (+86%)
Value$176.5K (+$78.4K)
Filed 2026-11-03
Albion Financial Group
NEW
Shares6,838
Change+6,838
Value$165.8K
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares5,631 from 5,631
Change0 (0%)
Value$136.5K (-$4.4K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares4,219 from 4,374
Change-155 (-4%)
Value$102.3K (-$7.2K)
Filed 2026-10-08
Markowski Investments
INCREASED
Shares4,188 from 4,116
Change+72 (+2%)
Value$101.6K (-$1.5K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
DECREASED
Shares4,143 from 4,904
Change-761 (-16%)
Value$100.5K (-$22.3K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares3,150 from 9,132
Change-5,982 (-66%)
Value$76.4K (-$152.2K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares3,072 from 2,078
Change+994 (+48%)
Value$74.5K (+$22.5K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares2,605 from 2,555
Change+50 (+2%)
Value$63.2K (-$781)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares2,282 from 2,250
Change+32 (+1%)
Value$55.0K (-$983)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares2,201 from 2,391
Change-190 (-8%)
Value$53.4K (-$6.5K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares2,156 from 16,275
Change-14,119 (-87%)
Value$52.3K (-$355.1K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
DECREASED
Shares2,080 from 4,089
Change-2,009 (-49%)
Value$50.4K (-$51.9K)
Filed 2026-10-26
Proathlete Wealth Management LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$46.2K (-$1.5K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares1,782 from 1,306
Change+476 (+36%)
Value$43.3K (+$10.6K)
Filed 2026-10-30
Clean Yield Group
INCREASED
Shares1,698 from 1,669
Change+29 (+2%)
Value$41.2K (-$595)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares1,283 from 1,283
Change0 (0%)
Value$31.1K (-$988)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares1,000 from 1,810
Change-810 (-45%)
Value$24.3K (-$21.1K)
Filed 2026-11-05
First Bancorp, Inc
DECREASED
Shares950 from 1,110
Change-160 (-14%)
Value$23.0K (-$4.7K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares700 from 850
Change-150 (-18%)
Value$17.0K (-$4.3K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$14.6K (-$468)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares547
Change+547
Value$13.3K
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.1K (-$390)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares474
Change+474
Value$11.5K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares470 from 613
Change-143 (-23%)
Value$11.4K (-$3.9K)
Filed 2026-10-28
Toth Financial Advisory Corp
INCREASED
Shares429 from 428
Change+1 (+0%)
Value$10.4K (-$307)
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares411 from 318
Change+93 (+29%)
Value$10.0K (+$2.0K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.7K (-$312)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares386
Change+386
Value$9.4K
Filed 2026-10-27
EPG Wealth Management LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$8.0K (-$258)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares313
Change+313
Value$7.6K
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares246 from 242
Change+4 (+2%)
Value$6.0K (-$87)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares183 from 180
Change+3 (+2%)
Value$4.5K (-$75)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$3.8K (-$121)
Filed 2026-10-07
Creative Financial Designs Inc
DECREASED
Shares126 from 1,259
Change-1,133 (-90%)
Value$3.1K (-$28.5K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$2.6K (-$84)
Filed 2026-10-08
Trust Co of Vermont
NEW
Shares104
Change+104
Value$2.5K
Filed 2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$78)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares98 from 96
Change+2 (+2%)
Value$2.4K (-$34)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$2.2K (-$70)
Filed 2026-10-30
Investors Research Corp
NEW
Shares88
Change+88
Value$2.1K
Filed 2026-10-07
Canton Hathaway, LLC
NEW
Shares73
Change+73
Value$1.8K
Filed 2026-10-23
Ascentis Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.6K (-$53)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares60
Change+60
Value$1.5K
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.2K (-$39)
Filed 2026-10-30
Nemes Rush Group LLC
NEW
Shares38
Change+38
Value$922
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares25 from 129
Change-104 (-81%)
Value$606 (-$2.6K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares5 from 341
Change-336 (-99%)
Value$121 (-$8.4K)
Filed 2026-10-29
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 400,000
Change-400,000 (-100%)
Value$0 (-$10.0M)
Filed 2026-11-05
Balefire, LLC
CLOSED
Shares0 from 32,591
Change-32,591 (-100%)
Value$0 (-$815.8K)
Filed 2026-10-09
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 31,884
Change-31,884 (-100%)
Value$0 (-$798.1K)
Filed 2026-10-14
Global View Capital Management LLC
CLOSED
Shares0 from 24,587
Change-24,587 (-100%)
Value$0 (-$615.4K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 15,621
Change-15,621 (-100%)
Value$0 (-$391.0K)
Filed 2026-10-28
Patten Group, Inc.
CLOSED
Shares0 from 15,226
Change-15,226 (-100%)
Value$0 (-$381.1K)
Filed 2026-10-26
Florida Trust Wealth Management Co
CLOSED
Shares0 from 13,064
Change-13,064 (-100%)
Value$0 (-$327.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 9,539
Change-9,539 (-100%)
Value$0 (-$237.6K)
Filed 2026-11-02
Friedenthal Financial
CLOSED
Shares0 from 9,111
Change-9,111 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-27
Bellecapital International Ltd.
CLOSED
Shares0 from 8,217
Change-8,217 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-21
Simplicity Wealth,LLC
CLOSED
Shares0 from 8,177
Change-8,177 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-23
Richardson Financial Services Inc.
CLOSED
Shares0 from 5,413
Change-5,413 (-100%)
Value$0 (-$135.5K)
Filed 2026-10-30
Tucker Asset Management LLC
CLOSED
Shares0 from 2,947
Change-2,947 (-100%)
Value$0 (-$73.8K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2,754
Change-2,754 (-100%)
Value$0 (-$68.9K)
Filed 2026-10-07
Fairway Wealth LLC
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-30
Evolution Wealth Management Inc.
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-28
True Wealth Design, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-04
Ameriprise Financial Inc
N/A
Shares— from 17,312,814
Change-17,312,814 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,676,050
Change-7,676,050 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 6,067,585
Change-6,067,585 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,860,629
Change-3,860,629 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,809,219
Change-3,809,219 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,583,117
Change-3,583,117 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,116,460
Change-3,116,460 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,057,315
Change-3,057,315 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,717,476
Change-2,717,476 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,511,516
Change-2,511,516 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,061,130
Change-2,061,130 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,815,513
Change-1,815,513 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,566,179
Change-1,566,179 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,361,510
Change-1,361,510 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,110,001
Change-1,110,001 (-100%)
Value—
Aristotle Pacific Capital, LLC
N/A
Shares— from 1,073,016
Change-1,073,016 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 974,731
Change-974,731 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 903,480
Change-903,480 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 857,762
Change-857,762 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 767,370
Change-767,370 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 670,054
Change-670,054 (-100%)
Value—
Shenkman Capital Management Inc
N/A
Shares— from 668,051
Change-668,051 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 663,463
Change-663,463 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 650,867
Change-650,867 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 634,715
Change-634,715 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 522,569
Change-522,569 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 518,155
Change-518,155 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 515,686
Change-515,686 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 487,635
Change-487,635 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 463,095
Change-463,095 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 430,989
Change-430,989 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 422,019
Change-422,019 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 386,360
Change-386,360 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 383,015
Change-383,015 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 380,967
Change-380,967 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 377,194
Change-377,194 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 367,424
Change-367,424 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 354,627
Change-354,627 (-100%)
Value—
&partners
N/A
Shares— from 344,531
Change-344,531 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 340,516
Change-340,516 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 337,227
Change-337,227 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 329,510
Change-329,510 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 327,284
Change-327,284 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 324,941
Change-324,941 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 310,422
Change-310,422 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 272,631
Change-272,631 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 265,141
Change-265,141 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 234,611
Change-234,611 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 232,346
Change-232,346 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 220,192
Change-220,192 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 208,769
Change-208,769 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 199,700
Change-199,700 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 199,554
Change-199,554 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 192,592
Change-192,592 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 182,250
Change-182,250 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 174,511
Change-174,511 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 172,311
Change-172,311 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 170,530
Change-170,530 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 165,681
Change-165,681 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 155,367
Change-155,367 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 133,028
Change-133,028 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 131,585
Change-131,585 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 118,150
Change-118,150 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 116,673
Change-116,673 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 114,769
Change-114,769 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 112,415
Change-112,415 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 105,504
Change-105,504 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 105,442
Change-105,442 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 103,498
Change-103,498 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 97,160
Change-97,160 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 96,623
Change-96,623 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 93,947
Change-93,947 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 85,181
Change-85,181 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 84,677
Change-84,677 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 79,365
Change-79,365 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 76,785
Change-76,785 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 75,246
Change-75,246 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 73,986
Change-73,986 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 70,590
Change-70,590 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 66,414
Change-66,414 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 65,127
Change-65,127 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 61,597
Change-61,597 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,029
Change-61,029 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 58,542
Change-58,542 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 56,898
Change-56,898 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 54,240
Change-54,240 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 52,721
Change-52,721 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 52,280
Change-52,280 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 51,034
Change-51,034 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 50,944
Change-50,944 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 48,312
Change-48,312 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 47,578
Change-47,578 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 46,757
Change-46,757 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 42,750
Change-42,750 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 42,483
Change-42,483 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 42,024
Change-42,024 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 41,434
Change-41,434 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 40,798
Change-40,798 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 39,606
Change-39,606 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 39,171
Change-39,171 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 37,756
Change-37,756 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 37,693
Change-37,693 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 37,153
Change-37,153 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 33,800
Change-33,800 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 32,575
Change-32,575 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 31,034
Change-31,034 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,920
Change-30,920 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 27,362
Change-27,362 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,350
Change-27,350 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,062
Change-27,062 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 25,664
Change-25,664 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 22,830
Change-22,830 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,440
Change-22,440 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,805
Change-19,805 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,389
Change-19,389 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,533
Change-18,533 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17,773
Change-17,773 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 14,938
Change-14,938 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 14,823
Change-14,823 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,493
Change-14,493 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,204
Change-14,204 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,067
Change-14,067 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 13,949
Change-13,949 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,290
Change-13,290 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 13,079
Change-13,079 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 11,864
Change-11,864 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,601
Change-11,601 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,138
Change-10,138 (-100%)
Value—
Boston Partners
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
Centennial Bank
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 800
Change-800 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 766
Change-766 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 595
Change-595 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 552
Change-552 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 405
Change-405 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 214
Change-214 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Grimes & Co Wealth Management, LLC
INCREASED6,950,3666,818,664+131,702+2%$170.7M$168.5M-$2.1M2026-10-29
RMG Wealth Management LLC
INCREASED3,731,0903,534,764+196,326+6%$87.9M$90.0M+$2.1M2026-10-26
iA Global Asset Management Inc.
DECREASED3,183,0184,128,505-945,487-23%$103.3M$77.2K-$103.3M2026-10-29
Berkshire Money Management, Inc.
INCREASED1,712,4991,681,386+31,113+2%$42.1M$41.5M-$557.0K2026-10-21
Sigma Investment Counselors Inc
DECREASED1,664,1091,681,734-17,625-1%$42.1M$40.4M-$1.7M2026-10-27
Davenport & Co LLC
INCREASED1,474,7331,293,105+181,628+14%$32.4M$35.8M+$3.4M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,352,3521,314,467+37,885+3%$32.9M$32.8M-$106.6K2026-10-27
Thrivent Financial for Lutherans
DECREASED1,229,7551,306,005-76,250-6%$32.5M$29.6K-$32.5M2026-11-05
Angeles Wealth Management, LLC
DECREASED1,102,2921,106,976-4,6840%$27.7M$26.7M-$977.0K2026-10-26
Essex LLC
DECREASED974,5851,006,633-32,048-3%$25.2M$23.6M-$1.6M2026-10-14
Employees' Retirement Fund of the City of Fort Worth
INCREASED893,800693,800+200,000+29%$17.4M$21.7M+$4.3M2026-11-02
Bank of New York Mellon Corp
INCREASED881,634872,767+8,867+1%$21.8M$21.4M-$465.7K2026-11-05
Curran Financial Partners, LLC
INCREASED876,563771,545+105,018+14%$19.3M$21.3M+$1.9M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED868,026869,306-1,2800%$21.7M$21.0M-$635.2K2026-11-04
Howard Financial Services, Ltd.
INCREASED738,007652,652+85,355+13%$16.3M$17.9M+$1.6M2026-10-15
Matthew Goff Investment Advisor, LLC
NEW629,709—+629,709——$15.3M—2026-10-13
Kestra Advisory Services, LLC
INCREASED566,691539,711+26,980+5%$13.5M$13.7M+$233.3K2026-11-02
Sumitomo Mitsui Trust Group, Inc.
INCREASED565,000300,000+265,000+88%$7.5M$13.7M+$6.2M2026-10-29
Park Avenue Securities LLC
DECREASED547,377567,584-20,207-4%$14.2M$13.3K-$14.2M2026-10-26
Truist Financial Corp
INCREASED515,219463,569+51,650+11%$11.6M$12.5M+$890.9K2026-10-30
Angeles Investment Advisors, LLC
NEW486,820—+486,820——$11.8M—2026-10-22
WT Wealth Management
INCREASED463,97770,609+393,368+557%$1.8M$11.3M+$9.5M2026-10-13
Lebenthal Global Advisors, LLC
INCREASED431,992348,842+83,150+24%$8.7M$10.5M+$1.7M2026-10-28
Cornerstone National Bank & Trust Co
DECREASED407,337459,497-52,160-11%$11.4M$9.8M-$1.6M2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED396,680396,68000%$9.9M$9.6M-$293.5K2026-11-04
Certified Advisory Corp
INCREASED395,640362,573+33,067+9%$9.1M$9.6M+$519.1K2026-10-29
Caldwell Trust Co
INCREASED394,241368,607+25,634+7%$9.2M$9.6M+$334.1K2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED381,059390,591-9,532-2%$9.8M$9.2M-$535.8K2026-11-03
Sterling Manor Financial, LLC
NEW374,878—+374,878——$9.1M—2026-10-21
AA Financial Advisors, LLC
INCREASED360,360334,635+25,725+8%$8.4M$8.7M+$362.8K2026-10-19
Ironwood Wealth Management, Inc.
INCREASED356,649354,250+2,399+1%$8.8M$8.6M-$207.7K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED347,961331,875+16,086+5%$8.3M$8.4K-$8.3M2026-10-14
Assetmark, Inc
DECREASED333,1922,446,024-2,112,832-86%$61.2M$8.1M-$53.1M2026-10-21
Axxcess Wealth Management, LLC
INCREASED327,738298,963+28,775+10%$7.5M$7.9M+$464.6K2026-10-21
Zega Investments, LLC
DECREASED314,270333,266-18,996-6%$8.3M$7.6M-$720.6K2026-11-04
Market Street Wealth Management Advisors LLC
NEW310,370—+310,370——$7.5M—2026-10-09
Global Assets Advisory, LLC
INCREASED308,151289,753+18,398+6%$7.2M$7.4M+$218.5K2026-10-28
TD Private Client Wealth LLC
DECREASED308,131360,371-52,240-14%$9.0M$7.5M-$1.5M2026-10-28
Missouri Trust & Investment Co
INCREASED287,493256,793+30,700+12%$6.4M$7.0M+$590.4K2026-11-04
Sharper & Granite LLC
DECREASED280,958300,650-19,692-7%$7.5M$7.0M-$506.9K2026-11-02
Moulton Wealth Management, Inc
INCREASED263,969245,850+18,119+7%$6.1M$6.4M+$250.4K2026-10-13
Oppenheimer Asset Management Inc.
INCREASED235,582225,384+10,198+5%$5.6M$5.7M+$71.5K2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
DECREASED231,250241,592-10,342-4%$6.0M$5.6M-$439.2K2026-10-21
Sound Income Strategies, LLC
INCREASED227,665226,997+668+0%$5.7M$5.5M-$176.8K2026-10-09
Echo45 Advisors LLC
INCREASED213,267207,676+5,591+3%$5.2M$5.2M-$26.4K2026-10-07
Benchmark Financial, LLC
INCREASED208,470198,189+10,281+5%$5.0M$5.1M+$94.7K2026-10-16
First Security Investment Management, Inc.
DECREASED206,228271,280-65,052-24%$6.8M$5.0M-$1.8M2026-11-05
Sowell Financial Services LLC
INCREASED203,080199,772+3,308+2%$5.0M$4.9M-$75.6K2026-10-23
Creative Planning
DECREASED194,716197,365-2,649-1%$4.9M$4.7M-$218.2K2026-11-02
Adell Harriman & Carpenter Inc
INCREASED183,117174,887+8,230+5%$4.4M$4.4M+$63.2K2026-11-02
Monetary Solutions, Ltd
INCREASED181,619163,747+17,872+11%$4.1M$4.4M+$305.7K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED179,141143,075+36,066+25%$3.6M$4.3K-$3.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED169,709165,305+4,404+3%$4.1M$4.1M-$22.1K2026-11-02
First National Trust Co
UNCHANGED163,571163,57100%$4.1M$4.0M-$127.6K2026-10-28
BayBridge Capital Group, LLC
DECREASED154,943196,703-41,760-21%$4.9M$3.8M-$1.2M2026-10-13
KG Capital Management
INCREASED146,43298,996+47,436+48%$2.5M$3.6M+$1.1M2026-10-15
LightSquare Wealth Management, LLC
INCREASED145,807128,164+17,643+14%$3.2M$3.5M+$327.9K2026-11-03
Great Diamond Partners, LLC
INCREASED141,693133,807+7,886+6%$3.3M$3.4M+$86.9K2026-10-13
Lionshead Wealth Management, LLC
DECREASED134,621142,195-7,574-5%$3.6M$3.3M-$294.6K2026-10-21
Altus Wealth Management, LLC
INCREASED134,395127,452+6,943+5%$3.2M$3.3M+$69.0K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED122,412358,418-236,006-66%$8.9M$3.0M-$6.0M2026-10-13
Williams Financial, LLC
INCREASED120,645116,799+3,846+3%$2.9M$2.9M+$2.1K2026-10-19
Financial Partners Group, Inc
DECREASED114,956241,585-126,629-52%$6.0M$2.8M-$3.3M2026-10-19
Fiduciary Financial Group, LLC
INCREASED114,677108,384+6,293+6%$2.7M$2.8M+$68.1K2026-10-13
Horizon Wealth Management, LLC
INCREASED112,84140,718+72,123+177%$1.0M$2.7M+$1.7M2026-11-02
Axos Invest Inc.
DECREASED110,474112,883-2,409-2%$2.8M$2.7M-$146.5K2026-10-21
Mezzasalma Advisors, LLC
DECREASED103,306233,377-130,071-56%$5.8M$2.5M-$3.3M2026-10-14
Sage Investment Advisers LLC
INCREASED99,17294,883+4,289+5%$2.4M$2.4M+$30.0K2026-10-21
Atria Investments, Inc
DECREASED90,219109,547-19,328-18%$2.7M$2.2M-$554.1K2026-10-15
Rosenberg Matthew Hamilton
INCREASED76,75468,542+8,212+12%$1.7M$1.9M+$145.7K2026-10-05
Diversify Advisory Services, LLC
DECREASED72,05774,627-2,570-3%$1.9M$1.7M-$110.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED72,05774,627-2,570-3%$1.9M$1.7M-$110.6K2026-10-20
PFG Advisors
DECREASED69,99670,008-120%$1.8M$1.7M-$54.9K2026-10-16
AMG National Trust Bank
INCREASED68,08358,707+9,376+16%$1.5M$1.7M+$181.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED66,70850,434+16,274+32%$1.3M$1.6M+$355.3K2026-10-08
Horizon Financial Services, LLC
DECREASED66,37973,699-7,320-10%$1.8M$1.6M-$235.0K2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED65,57366,028-455-1%$1.7M$1.6M-$62.5K2026-10-28
Sapient Capital LLC
UNCHANGED63,47563,47500%$1.6M$1.5M-$49.5K2026-10-08
Private Wealth Group, LLC
INCREASED62,44861,454+994+2%$1.5M$1.5M-$23.8K2026-10-19
NTV Asset Management LLC
DECREASED58,52862,398-3,870-6%$1.6M$1.4M-$142.5K2026-10-23
Hobart Private Capital, LLC
INCREASED53,97653,213+763+1%$1.3M$1.3M-$23.0K2026-10-19
LFA - Lugano Financial Advisors SA
DECREASED53,461135,506-82,045-61%$3.4M$1.3M-$2.1M2026-11-03
Cane Capital Partners, LLC
INCREASED53,20445,199+8,005+18%$1.1M$1.3M+$158.9K2026-10-23
Howard Wealth Management, LLC
DECREASED49,73050,064-334-1%$1.3M$1.2M-$47.1K2026-10-28
Csenge Advisory Group
DECREASED47,73173,971-26,240-35%$1.9M$1.2M-$694.0K2026-11-04
Bright Futures Wealth Management, Llc.
INCREASED44,57543,704+871+2%$1.1M$1.1M-$13.0K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED42,82025,861+16,959+66%$647.6K$1.0M+$390.8K2026-10-13
Nations Financial Group Inc,
INCREASED41,80237,523+4,279+11%$939.2K$1.0M+$74.5K2026-11-05
StoneX Group Inc.
DECREASED38,69641,247-2,551-6%$1.0M$938.6K-$93.2K2026-11-03
Strategic Blueprint, LLC
DECREASED38,41445,588-7,174-16%$1.1M$931.5K-$209.5K2026-10-22
Midwest Trust Co
UNCHANGED37,42037,42000%$936.6K$907.4K-$29.2K2026-10-22
Visionary Wealth Advisors
DECREASED36,09038,974-2,884-7%$975.5K$875.2K-$100.4K2026-11-04
High Net Worth Advisory Group LLC
UNCHANGED35,00035,00000%$876.1K$848.8K-$27.3K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED34,87134,471+400+1%$863$846-$172026-10-27
FinArc Investments, Inc.
INCREASED34,25429,184+5,070+17%$730.5K$830.7K+$100.2K2026-10-14
M Holdings Securities, Inc.
INCREASED33,90030,895+3,005+10%$773.0K$817-$772.2K2026-11-03
Calamos Wealth Management LLC
DECREASED32,93647,536-14,600-31%$1.2M$798.7K-$391.1K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED28,83021,315+7,515+35%$533.5K$699.1K+$165.6K2026-10-21
Prosperity Planning, Inc.
NEW28,797—+28,797——$698.3K—2026-10-09
MGO One Seven LLC
DECREASED28,07337,580-9,507-25%$940.6K$680.8K-$259.9K2026-10-28
Rockland Trust Co
DECREASED27,09131,471-4,380-14%$787.7K$657.0K-$130.8K2026-10-05
Opulen Financial Group LLC
DECREASED26,78530,566-3,781-12%$765.1K$649.5K-$115.5K2026-10-22
Virtue Capital Management, LLC
NEW26,020—+26,020——$631.0K—2026-10-29
CFS Investment Advisory Services, LLC
DECREASED25,43429,200-3,766-13%$728.0K$616.8K-$111.2K2026-10-19
Valley Wealth Managers, Inc.
INCREASED24,74622,389+2,357+11%$560.4K$600.1K+$39.7K2026-10-09
D'Orazio & Associates, Inc.
UNCHANGED24,39024,39000%$610.5K$591.5K-$19.0K2026-11-04
SBI Securities Co., Ltd.
INCREASED23,18421,617+1,567+7%$541.1K$562.2K+$21.1K2026-10-22
Compound Planning, Inc.
INCREASED23,02414,535+8,489+58%$363.8K$558.3K+$194.5K2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED22,97522,97500%$575.1K$557.2K-$17.9K2026-10-08
TrueWealth Advisors, LLC
DECREASED21,83725,005-3,168-13%$625.9K$529.6K-$96.3K2026-10-09
Meridian Financial Advisors, LLC
INCREASED21,73615,799+5,937+38%$395.5K$527.1K+$131.6K2026-10-14
APS Management Group, Inc.
DECREASED21,16841,911-20,743-49%$1.0M$513.3K-$535.7K2026-10-14
Roman Butler Fullerton & Co
DECREASED19,63522,461-2,826-13%$558.8K$472.4K-$86.4K2026-10-27
QP Wealth Management, LLC
INCREASED19,51919,084+435+2%$477.7K$473.3K-$4.3K2026-10-20
Lanark Financial, Inc.
INCREASED18,75416,769+1,985+12%$419.7K$454.8K+$35.1K2026-10-26
Surience Private Wealth LLC
NEW18,690—+18,690——$453.2K—2026-10-16
Oppenheimer & Co Inc
INCREASED17,64417,642+2+0%$441.6K$427.9K-$13.7K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED16,879116,057-99,178-85%$2.9M$409.3K-$2.5M2026-10-19
Sage Financial Group Inc
INCREASED15,77615,753+23+0%$394.3K$382.6K-$11.7K2026-10-27
First Horizon Corp
UNCHANGED15,27415,27400%$382.3K$370.4K-$11.9K2026-10-26
Courier Capital LLC
DECREASED14,96917,276-2,307-13%$432.4K$363.0K-$69.4K2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED14,60814,60800%$365.6K$354.2K-$11.4K2026-11-02
Narus Financial Partners, LLC
DECREASED14,38430,474-16,090-53%$762.8K$348.8K-$414.0K2026-10-19
Endowment Wealth Management, Inc.
INCREASED14,18710,641+3,546+33%$266.4K$344.0K+$77.7K2026-11-03
Apella Capital, LLC
INCREASED13,32311,416+1,907+17%$284.8K$322.4K+$37.6K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED12,87913,051-172-1%$326.7K$312.3K-$14.4K2026-11-03
Royal Fund Management, LLC
INCREASED12,7099,607+3,102+32%$240.5K$308.2K+$67.7K2026-10-22
Laurel OAK Wealth Management, LLC
UNCHANGED11,45711,45700%$286.8K$277.8K-$8.9K2026-10-19
ETF Store, Inc.
INCREASED11,0898,859+2,230+25%$221.8K$268.9K+$47.1K2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW10,925—+10,925——$264.9K—2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED10,46010,46000%$261.8K$253.7K-$8.2K2026-10-21
Swmg, LLC
NEW10,341—+10,341——$249.1K—2026-10-23
EverSource Wealth Advisors, LLC
INCREASED10,30926+10,283+39550%$640$250.0K+$249.4K2026-11-04
Apollon Wealth Management, LLC
INCREASED10,0449,428+616+7%$236.0K$243.6K+$7.6K2026-10-23
Eagle Strategies LLC
INCREASED10,02810,026+2+0%$251.0K$243.2K-$7.8K2026-10-16
HMS Capital Management, LLC
NEW10,000—+10,000——$242.5K—2026-10-20
Regatta Capital Group, LLC
NEW9,002—+9,002——$218.3K—2026-10-23
Meridian Wealth Management, LLC
DECREASED8,9809,239-259-3%$231.3K$218.3K-$12.9K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED8,40144,348-35,947-81%$1.1M$203.7K-$906.3K2026-10-16
Beacon Financial Group
DECREASED8,36314,656-6,293-43%$366.8K$202.8K-$164.0K2026-10-19
Commonwealth Financial Services, LLC
DECREASED8,35012,953-4,603-36%$324.2K$202.5K-$121.7K2026-10-20
Fifth Third Securities, Inc.
NEW8,308—+8,308——$201.5K—2026-10-21
Parallel Advisors, LLC
INCREASED7,2793,920+3,359+86%$98.1K$176.5K+$78.4K2026-11-03
Albion Financial Group
NEW6,838—+6,838——$165.8K—2026-10-21
Duncker Streett & Co Inc
UNCHANGED5,6315,63100%$140.9K$136.5K-$4.4K2026-10-27
CoreCap Advisors, LLC
DECREASED4,2194,374-155-4%$109.5K$102.3K-$7.2K2026-10-08
Markowski Investments
INCREASED4,1884,116+72+2%$103.0K$101.6K-$1.5K2026-10-30
Brown, Lisle Ings, Inc.
DECREASED4,1434,904-761-16%$122.7K$100.5K-$22.3K2026-10-16
Compass Financial Management LLC
DECREASED3,1509,132-5,982-66%$228.6K$76.4K-$152.2K2026-10-30
Citigroup Inc
INCREASED3,0722,078+994+48%$52.0K$74.5K+$22.5K2026-11-04
IFP Advisors, Inc
INCREASED2,6052,555+50+2%$64.0K$63.2K-$7812026-10-16
TD Waterhouse Canada Inc.
INCREASED2,2822,250+32+1%$56.0K$55.0K-$9832026-10-16
Private Trust Co NA
DECREASED2,2012,391-190-8%$59.8K$53.4K-$6.5K2026-10-20
Rossby Financial, LCC
DECREASED2,15616,275-14,119-87%$407.4K$52.3K-$355.1K2026-11-05
Ashton Thomas Securities, LLC
DECREASED2,0804,089-2,009-49%$102.3K$50.4K-$51.9K2026-10-26
Proathlete Wealth Management LLC
UNCHANGED1,9051,90500%$47.7K$46.2K-$1.5K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED1,7821,306+476+36%$32.7K$43.3K+$10.6K2026-10-30
Clean Yield Group
INCREASED1,6981,669+29+2%$41.8K$41.2K-$5952026-10-28
City Holding Co
UNCHANGED1,2831,28300%$32.1K$31.1K-$9882026-10-19
US Bancorp \de\
DECREASED1,0001,810-810-45%$45.3K$24.3K-$21.1K2026-11-05
First Bancorp, Inc
DECREASED9501,110-160-14%$27.8K$23.0K-$4.7K2026-10-26
Larson Financial Group LLC
DECREASED700850-150-18%$21.3K$17.0K-$4.3K2026-11-05
Register Financial Advisors LLC
UNCHANGED60060000%$15.0K$14.6K-$4682026-10-23
Heritage Family Offices, LLP
NEW547—+547——$13.3K—2026-11-02
Valley National Advisers Inc
UNCHANGED50050000%$12.5K$12.1K-$3902026-10-23
Birch Financial Group, LLC
NEW474—+474——$11.5K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED470613-143-23%$15.4K$11.4K-$3.9K2026-10-28
Toth Financial Advisory Corp
INCREASED429428+1+0%$10.7K$10.4K-$3072026-10-08
Triumph Capital Management
INCREASED411318+93+29%$8.0K$10.0K+$2.0K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED40040000%$10.0K$9.7K-$3122026-11-02
Latitude Advisors, LLC
NEW386—+386——$9.4K—2026-10-27
EPG Wealth Management LLC
UNCHANGED33133100%$8.3K$8.0K-$2582026-11-03
Ascentis Independent Advisors
NEW313—+313——$7.6K—2026-11-03
Nfsg Corp
INCREASED246242+4+2%$6.1K$6.0K-$872026-10-15
Golden State Wealth Management, LLC
INCREASED183180+3+2%$4.5K$4.5K-$752026-11-02
American National Bank & Trust
UNCHANGED15615600%$3.9K$3.8K-$1212026-10-07
Creative Financial Designs Inc
DECREASED1261,259-1,133-90%$31.5K$3.1K-$28.5K2026-11-04
Gamma Investing LLC
UNCHANGED10810800%$2.7K$2.6K-$842026-10-08
Trust Co of Vermont
NEW104—+104——$2.5K—2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED10010000%$2.5K$2.4K-$782026-11-04
Lodestone Wealth Management LLC
INCREASED9896+2+2%$2.4K$2.4K-$342026-10-14
Costello Asset Management, Inc
UNCHANGED898900%$2.2K$2.2K-$702026-10-30
Investors Research Corp
NEW88—+88——$2.1K—2026-10-07
Canton Hathaway, LLC
NEW73—+73——$1.8K—2026-10-23
Ascentis Wealth Management, LLC
UNCHANGED686800%$1.7K$1.6K-$532026-11-03
Provenance Wealth Advisors, LLC
NEW60—+60——$1.5K—2026-10-30
Spire Wealth Management
UNCHANGED505000%$1.3K$1.2K-$392026-10-30
Nemes Rush Group LLC
NEW38—+38——$922—2026-11-04
Highline Wealth Partners LLC
DECREASED25129-104-81%$3.2K$606-$2.6K2026-10-19
Signature Equity Partners, LLC
DECREASED5341-336-99%$8.5K$121-$8.4K2026-10-29
State of New Jersey Common Pension Fund D
CLOSED0400,000-400,000-100%$10.0M$0-$10.0M2026-11-05
Balefire, LLC
CLOSED032,591-32,591-100%$815.8K$0-$815.8K2026-10-09
Heritage OAK Wealth Advisors LLC
CLOSED031,884-31,884-100%$798.1K$0-$798.1K2026-10-14
Global View Capital Management LLC
CLOSED024,587-24,587-100%$615.4K$0-$615.4K2026-10-28
Clear Creek Financial Management, LLC
CLOSED015,621-15,621-100%$391.0K$0-$391.0K2026-10-28
Patten Group, Inc.
CLOSED015,226-15,226-100%$381.1K$0-$381.1K2026-10-26
Florida Trust Wealth Management Co
CLOSED013,064-13,064-100%$327.0K$0-$327.0K2026-11-05
International Assets Investment Management, LLC
CLOSED09,539-9,539-100%$237.6K$0-$237.6K2026-11-02
Friedenthal Financial
CLOSED09,111-9,111-100%$228.0K$0-$228.0K2026-10-27
Bellecapital International Ltd.
CLOSED08,217-8,217-100%$205.7K$0-$205.7K2026-10-21
Simplicity Wealth,LLC
CLOSED08,177-8,177-100%$204.7K$0-$204.7K2026-10-23
Richardson Financial Services Inc.
CLOSED05,413-5,413-100%$135.5K$0-$135.5K2026-10-30
Tucker Asset Management LLC
CLOSED02,947-2,947-100%$73.8K$0-$73.8K2026-10-29
Wealth Enhancement Trust Services, Inc.
CLOSED02,754-2,754-100%$68.9K$0-$68.9K2026-10-07
Fairway Wealth LLC
CLOSED01,315-1,315-100%$32.9K$0-$32.9K2026-10-30
Evolution Wealth Management Inc.
CLOSED0452-452-100%$11.3K$0-$11.3K2026-10-28
True Wealth Design, LLC
CLOSED0275-275-100%$6.9K$0-$6.9K2026-10-13
Cape Investment Advisory, Inc.
CLOSED0188-188-100%$4.7K$0-$4.7K2026-10-13
Key Capital Management, Inc
CLOSED0145-145-100%$3.6K$0-$3.6K2026-11-03
Cornerstone Planning Group LLC
CLOSED0115-115-100%$2.9K$0-$2.9K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0110-110-100%$2.8K$0-$2.8K2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED077-77-100%$1.9K$0-$1.9K2026-11-04
Ameriprise Financial Inc
N/A—17,312,814-17,312,814-100%$432.5M———
LPL Financial LLC
N/A—7,676,050-7,676,050-100%$192.1M———
Bramshill Investments, LLC
N/A—6,067,585-6,067,585-100%$151.9M———
Wells Fargo & Company
N/A—3,860,629-3,860,629-100%$96.6M———
Wealthfront Advisers LLC
N/A—3,809,219-3,809,219-100%$95.3M———
Neuberger Berman Group LLC
N/A—3,583,117-3,583,117-100%$89.7M———
Clark Capital Management Group, Inc.
N/A—3,116,460-3,116,460-100%$78.0M———
Bank of America Corp
N/A—3,057,315-3,057,315-100%$76.5M———
Envestnet Asset Management Inc
N/A—2,717,476-2,717,476-100%$68.0M———
Morgan Stanley
N/A—2,511,516-2,511,516-100%$62.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,061,130-2,061,130-100%$51.6M———
Nuveen, LLC
N/A—1,815,513-1,815,513-100%$45.4M———
UBS Group AG
N/A—1,566,179-1,566,179-100%$39.2M———
Arax Advisory Partners
N/A—1,361,510-1,361,510-100%$34.1M———
Capstone Investment Advisors, LLC
N/A—1,110,001-1,110,001-100%$27.8M———
Aristotle Pacific Capital, LLC
N/A—1,073,016-1,073,016-100%$26.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,000,000-1,000,000-100%$25.0M———
Stifel Financial Corp
N/A—974,731-974,731-100%$24.4M———
American Century Companies Inc
N/A—903,480-903,480-100%$22.6M———
Cetera Investment Advisers
N/A—857,762-857,762-100%$21.5M———
1832 Asset Management L.P.
N/A—767,370-767,370-100%$19.2M———
Royal Bank of Canada
N/A—670,054-670,054-100%$16.8M———
Shenkman Capital Management Inc
N/A—668,051-668,051-100%$17.0M———
Raymond James Financial Inc
N/A—663,463-663,463-100%$16.6M———
HighTower Advisors, LLC
N/A—650,867-650,867-100%$16.3M———
Mason & Associates Inc
N/A—634,715-634,715-100%$15.9M———
Federation des caisses Desjardins du Quebec
N/A—522,569-522,569-100%$13.1M———
Advisory Alpha, LLC
N/A—518,155-518,155-100%$13.0M———
Equitable Holdings, Inc.
N/A—515,686-515,686-100%$12.9M———
Sanctuary Advisors, LLC
N/A—487,635-487,635-100%$12.2M———
JPMorgan Chase & Co
N/A—463,095-463,095-100%$11.6M———
Osaic Holdings, Inc.
N/A—430,989-430,989-100%$10.8M———
Guggenheim Capital LLC
N/A—422,019-422,019-100%$10.6M———
Merit Financial Group, LLC
N/A—386,360-386,360-100%$9.7M———
Disciplined Investments, LLC
N/A—383,015-383,015-100%$9.6M———
Morrissey Wealth Management, LLC
N/A—380,967-380,967-100%$9.2M———
RiverFront Investment Group, LLC
N/A—377,194-377,194-100%$9.4M———
Nomura Asset Management Co LTD
N/A—367,424-367,424-100%$9.2M———
Waterloo Capital, L.P.
N/A—354,627-354,627-100%$8.9M———
&partners
N/A—344,531-344,531-100%$8.6M———
Old Mission Capital LLC
N/A—340,516-340,516-100%$8.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—337,227-337,227-100%$8.4M———
Clearstead Advisors, LLC
N/A—329,510-329,510-100%$8.2M———
Crabel Capital Management, LLC
N/A—327,284-327,284-100%$8.2M———
Mutual Advisors, LLC
N/A—324,941-324,941-100%$8.1M———
NewEdge Advisors, LLC
N/A—310,422-310,422-100%$7.8M———
Northwestern Mutual Wealth Management Co
N/A—272,631-272,631-100%$6.8M———
SAM Advisors, LLC
N/A—265,141-265,141-100%$6.6M———
Deutsche Bank Ag\
N/A—260,000-260,000-100%$6.5M———
Perspective Wealth Advisors LLC
N/A—234,611-234,611-100%$5.9M———
Tower Research Capital LLC (TRC)
N/A—232,346-232,346-100%$5.8M———
Steward Partners Investment Advisory, LLC
N/A—220,192-220,192-100%$5.5M———
MML Investors Services, LLC
N/A—208,769-208,769-100%$5.2M———
Private Advisor Group, LLC
N/A—199,700-199,700-100%$5.0M———
World Investment Advisors
N/A—199,554-199,554-100%$5.0M———
Mariner, LLC
N/A—192,592-192,592-100%$4.8M———
HSBC Holdings PLC
N/A—182,250-182,250-100%$4.6M———
Trustmark Bank Trust Department
N/A—174,511-174,511-100%$4.4M———
Global Retirement Partners, LLC
N/A—172,311-172,311-100%$4.3M———
Little Harbor Advisors, LLC
N/A—170,530-170,530-100%$4.2M———
Kingsview Wealth Management, LLC
N/A—165,681-165,681-100%$4.1M———
Baker Avenue Asset Management, LP
N/A—155,367-155,367-100%$3.9M———
Snowden Capital Advisors LLC
N/A—133,028-133,028-100%$3.3M———
Prostatis Group LLC
N/A—131,585-131,585-100%$3.3M———
Longfellow Investment Management Co LLC
N/A—118,150-118,150-100%$3.0M———
Tidal Investments LLC
N/A—116,673-116,673-100%$2.9M———
GeoWealth Management, LLC
N/A—114,769-114,769-100%$2.9M———
Centaurus Financial, Inc.
N/A—112,415-112,415-100%$2.8M———
Advisory Services Network, LLC
N/A—105,504-105,504-100%$2.6M———
Wealthgarden F.S. LLC
N/A—105,442-105,442-100%$2.6M———
Icon Advisers Inc
N/A—103,498-103,498-100%$2.6M———
Fairview Capital Investment Management, LLC
N/A—97,160-97,160-100%$2.4M———
Bank of Montreal
N/A—96,623-96,623-100%$2.4M———
Jones Financial Companies Lllp
N/A—93,947-93,947-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—85,181-85,181-100%$2.1M———
Mercer Global Advisors Inc
N/A—84,677-84,677-100%$2.1M———
Pacer Advisors, Inc.
N/A—79,365-79,365-100%$2.0M———
Principal Securities, Inc.
N/A—76,785-76,785-100%$1.9M———
Sunflower Bank, N.A.
N/A—75,246-75,246-100%$1.9M———
Drive Wealth Management, LLC
N/A—73,986-73,986-100%$1.9M———
WealthCare Investment Partners, LLC
N/A—70,590-70,590-100%$1.8M———
HRT Financial LP
N/A—66,414-66,414-100%$1.7M———
Gateway Wealth Partners, LLC
N/A—65,127-65,127-100%$1.6M———
Resolute Capital, LLC
N/A—61,597-61,597-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—61,029-61,029-100%$1.5M———
Jefferies Financial Group Inc.
N/A—58,542-58,542-100%$1.5M———
Advisors Capital Management, LLC
N/A—56,898-56,898-100%$1.4M———
Goldman Sachs Group Inc
N/A—54,240-54,240-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—52,721-52,721-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—52,280-52,280-100%$1.3M———
Smithfield Trust Co
N/A—51,034-51,034-100%$1.3M———
XP Advisory US, Inc.
N/A—50,944-50,944-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—48,312-48,312-100%$989.0K———
Trivium Point Advisory, LLC
N/A—47,578-47,578-100%$1.2M———
Invesco Ltd.
N/A—46,757-46,757-100%$1.2M———
Janney Montgomery Scott LLC
N/A—42,750-42,750-100%$1.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—42,483-42,483-100%$1.1M———
Edgestream Partners, L.P.
N/A—42,024-42,024-100%$1.1M———
Insigneo Advisory Services, LLC
N/A—41,434-41,434-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—40,798-40,798-100%$1.0M———
Fifth Third Bancorp
N/A—39,606-39,606-100%$991.3K———
Everstar Asset Management, LLC
N/A—39,171-39,171-100%$980.5K———
Insight 2811, Inc.
N/A—37,756-37,756-100%$945.0K———
Stratos Wealth Partners, Ltd.
N/A—37,693-37,693-100%$943.5K———
Peapack Gladstone Financial Corp
N/A—37,153-37,153-100%$930.0K———
Renaissance Technologies LLC
N/A—33,800-33,800-100%$846.0K———
Generation Capital Management LLC
N/A—32,575-32,575-100%$815.4K———
Geneos Wealth Management Inc.
N/A—31,034-31,034-100%$776.8K———
IHT Wealth Management, LLC
N/A—30,920-30,920-100%$773.9K———
Arete Wealth Advisors, LLC
N/A—27,362-27,362-100%$684.9K———
Two Sigma Securities, LLC
N/A—27,350-27,350-100%$684.6K———
Arkadios Wealth Advisors
N/A—27,062-27,062-100%$677.4K———
Allworth Financial LP
N/A—25,664-25,664-100%$642.4K———
Johnson Financial Group, Inc.
N/A—25,000-25,000-100%$625.8K———
Ritholtz Wealth Management
N/A—22,830-22,830-100%$571.4K———
Waverly Advisors, LLC
N/A—22,440-22,440-100%$561.7K———
Rockefeller Capital Management L.P.
N/A—19,805-19,805-100%$495.7K———
Ausdal Financial Partners, Inc.
N/A—19,389-19,389-100%$485.3K———
Kovack Advisors, Inc.
N/A—18,533-18,533-100%$462.4K———
Ballast Advisors LLC
N/A—18,419-18,419-100%$461.0K———
Hollencrest Capital Management
N/A—17,773-17,773-100%$444.9K———
BTS Asset Management, Inc.
N/A—17,546-17,546-100%$439.2K———
Great Valley Advisor Group, Inc.
N/A—16,619-16,619-100%$415.5K———
AlTi Global, Inc.
N/A—14,938-14,938-100%$373.9K———
Western Wealth Management, LLC
N/A—14,907-14,907-100%$373.1K———
Dimension Capital Management LLC
N/A—14,823-14,823-100%$371.0K———
Cerity Partners LLC
N/A—14,493-14,493-100%$362.8K———
Fidelis Capital Partners, LLC
N/A—14,204-14,204-100%$355.5K———
Sequoia Financial Advisors, LLC
N/A—14,067-14,067-100%$352.1K———
Wealth Watch Advisors, Inc
N/A—13,949-13,949-100%$349.1K———
Choate Investment Advisors
N/A—13,880-13,880-100%$347.4K———
Summit Wealth Partners, LLC
N/A—13,290-13,290-100%$332.7K———
Personal CFO Solutions, LLC
N/A—13,079-13,079-100%$327.4K———
Envestnet Portfolio Solutions, Inc.
N/A—12,817-12,817-100%$320.8K———
Lakeridge Wealth Management LLC
N/A—12,665-12,665-100%$317.0K———
Denver Wealth Management, Inc.
N/A—11,864-11,864-100%$297.0K———
Colonial Trust Co / SC
N/A—11,700-11,700-100%$292.9K———
Captrust Financial Advisors
N/A—11,601-11,601-100%$290.4K———
Cumberland Partners Ltd
N/A—11,368-11,368-100%$284.5K———
Cascade Financial Partners, LLC
N/A—10,900-10,900-100%$272.8K———
Advisor Resource Council
N/A—10,682-10,682-100%$267.4K———
RWA Wealth Partners, LLC
N/A—10,340-10,340-100%$258.8K———
Wealthspire Advisors, LLC
N/A—10,264-10,264-100%$256.9K———
MAI Capital Management
N/A—10,138-10,138-100%$253.8K———
Boston Partners
N/A—10,020-10,020-100%$250.8K———
Hancock Whitney Corp
N/A—9,997-9,997-100%$250.2K———
Seaview Investment Managers LLC
N/A—9,990-9,990-100%$250.1K———
Goldstone Financial Group, LLC
N/A—9,949-9,949-100%$249.0K———
Vident Advisory, LLC
N/A—9,876-9,876-100%$247.2K———
Summit Financial, LLC
N/A—9,874-9,874-100%$247.1K———
Centennial Bank
N/A—9,729-9,729-100%$243.5K———
Phoenix Financial Ltd.
N/A—8,927-8,927-100%$223.2K———
AE Wealth Management LLC
N/A—8,644-8,644-100%$216.4K———
OneDigital Investment Advisors LLC
N/A—8,628-8,628-100%$216.0K———
Focus Partners Wealth
N/A—8,507-8,507-100%$212.9K———
BFC Planning, Inc.
N/A—8,271-8,271-100%$207.0K———
Qube Research & Technologies Ltd
N/A—8,235-8,235-100%$206.1K———
Millstone Evans Group, LLC
N/A—8,213-8,213-100%$205.6K———
Smartleaf Asset Management LLC
N/A—5,534-5,534-100%$138.6K———
Tidemark, LLC
N/A—5,214-5,214-100%$130.5K———
Richard W. Paul & Associates, LLC
N/A—4,854-4,854-100%$121.5K———
Whittier Trust Co
N/A—4,657-4,657-100%$116.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—4,650-4,650-100%$116.4K———
Capital Analysts, LLC
N/A—4,304-4,304-100%$108.0K———
Whittier Trust Co of Nevada Inc
N/A—4,195-4,195-100%$104.7K———
Harbour Investments, Inc.
N/A—3,979-3,979-100%$99.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,942-2,942-100%$73.6K———
IAG Wealth Partners, LLC
N/A—2,926-2,926-100%$73.2K———
Ameritas Investment Partners, Inc.
N/A—2,560-2,560-100%$64.1K———
Blair William & Co
N/A—2,557-2,557-100%$64.0K———
Rothschild Investment LLC
N/A—2,500-2,500-100%$62.6K———
Park Square Financial Group, LLC
N/A—2,493-2,493-100%$62.4K———
Continuum Advisory, LLC
N/A—2,314-2,314-100%$57.9K———
Ameritas Advisory Services, LLC
N/A—2,244-2,244-100%$56.2K———
Boyd Watterson Asset Management LLC
N/A—1,925-1,925-100%$48.2K———
Bogart Wealth, LLC
N/A—1,912-1,912-100%$47.9K———
FMR LLC
N/A—1,762-1,762-100%$44.1K———
National Bank of Canada
N/A—1,675-1,675-100%$41.9K———
FWL Investment Management, LLC
N/A—1,637-1,637-100%$41.0K———
Boreal Capital Management LLC
N/A—1,575-1,575-100%$39.4K———
HM Payson & Co
N/A—1,420-1,420-100%$35.5K———
Private Wealth Asset Management, LLC
N/A—898-898-100%$22.5K———
Truvestments Capital LLC
N/A—826-826-100%$20.7K———
UMB Bank, n.a.
N/A—800-800-100%$20.0K———
PNC Financial Services Group, Inc.
N/A—766-766-100%$19.2K———
SOA Wealth Advisors, Llc.
N/A—737-737-100%$18.4K———
Ameriflex Group, Inc.
N/A—657-657-100%$16.4K———
Topsail Wealth Management, LLC
N/A—600-600-100%$15.0K———
Strategic Wealth Partners, Ltd.
N/A—595-595-100%$14.9K———
SHP Wealth Management
N/A—552-552-100%$13.8K———
Founders Financial Alliance, LLC
N/A—490-490-100%$12.3K———
Basepoint Wealth LLC
N/A—413-413-100%$10.3K———
ST Germain D J Co Inc
N/A—405-405-100%$10.1K———
Bernard Wealth Management Corp.
N/A—401-401-100%$10.0K———
Delta Asset Management LLC
N/A—376-376-100%$9.4K———
Palouse Capital Management, Inc.
N/A—367-367-100%$9.2K———
Aptus Capital Advisors, LLC
N/A—275-275-100%$6.9K———
Medallion Wealth Advisors, LLC
N/A—220-220-100%$5.5K———
Huntington National Bank
N/A—214-214-100%$5.4K———
Caitlin John, LLC
N/A—159-159-100%$4.0K———
Providence Capital Advisors, LLC
N/A—158-158-100%$4.0K———
Front Row Advisors LLC
N/A—150-150-100%$3.7K———
WealthShield Partners, LLC
N/A—53-53-100%$1.3K———
Glen Eagle Advisors, LLC
N/A—40-40-100%$1.0K———
Aventura Private Wealth, LLC
N/A—32-32-100%$801———
Dunhill Financial, LLC
N/A—12-12-100%$300———
Transamerica Financial Advisors, LLC
N/A—10-10-100%$262———
Rialto Wealth Management, LLC
N/A—9-9-100%$226———
Steigerwald, Gordon & Koch Inc.
N/A—7-7-100%$175———
Dogwood Wealth Management LLC
N/A—2-2-100%$50———
BlackRock, Inc.
N/A—1-1-100%$18———
PlanVest Financial, Inc
N/A—1-1-100%$15———
Showing 424 of 424 institutions